| 1 | ENVESTNET ASSET MANAGEMENT INC | $166.7M | 7.2M | Trimmed |
| 2 | Envestnet Portfolio Solutions, Inc. | $36.0M | 1.6M | Trimmed |
| 3 | Fisher Asset Management, LLC | $20.3M | 877,984 | Added |
| 4 | IMPACTfolio, LLC | $14.3M | 617,579 | Added |
| 5 | PARK AVENUE SECURITIES LLC | $12.4M | 536,959 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $11.0M | 474,790 | Added |
| 7 | ASSETMARK, INC | $7.3M | 314,795 | Trimmed |
| 8 | Invera Wealth Advisors, LLC | $6.0M | 257,659 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $4.8M | 207,251 | Added |
| 10 | Colorado Capital Management, Inc. | $4.7M | 203,978 | Trimmed |
| 11 | Miracle Mile Advisors, LLC | $4.5M | 192,466 | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.8M | 168,242 | Added |
| 13 | Horst & Graben Wealth Management LLC | $3.8M | 163,562 | Trimmed |
| 14 | WESBANCO BANK INC | $3.6M | 157,588 | Added |
| 15 | GeoWealth Management, LLC | $3.5M | 153,203 | Added |
| 16 | Sharkey, Howes & Javer | $3.3M | 141,884 | Trimmed |
| 17 | Facet Wealth, Inc. | $3.1M | 133,593 | Added |
| 18 | Farther Finance Advisors, LLC | $2.7M | 114,811 | Added |
| 19 | Merit Financial Group, LLC | $2.5M | 108,907 | Trimmed |
| 20 | Brookstone Capital Management | $2.3M | 100,273 | Added |
| 21 | Summit Wealth Group, LLC | $2.3M | 97,913 | Added |
| 22 | Rossby Financial, LCC | $2.0M | 84,767 | Added |
| 23 | Archer Investment Management, LLC | $1.8M | 79,609 | Trimmed |
| 24 | BIRCHBROOK, INC. | $1.7M | 74,185 | Added |
| 25 | Concurrent Investment Advisors, LLC | $1.7M | 72,441 | Trimmed |