| 1 | ST GERMAIN D J CO INC | $32.3M | 1.7M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $19.3M | 1.0M | Added |
| 3 | Envestnet Portfolio Solutions, Inc. | $16.1M | 852,862 | Added |
| 4 | Security National Bank | $12.3M | 650,277 | Added |
| 5 | Treasure Coast Financial Planning | $10.2M | 538,380 | Added |
| 6 | Aspire Private Capital, LLC | $6.5M | 343,540 | Added |
| 7 | ASSETMARK, INC | $6.4M | 338,125 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $4.7M | 249,956 | Added |
| 9 | Sovran Advisors, LLC | $3.7M | 196,516 | Trimmed |
| 10 | Lynx Investment Advisory | $3.0M | 158,174 | Added |
| 11 | Sonoma Allocations LLC | $2.7M | 144,049 | Trimmed |
| 12 | PARK AVENUE SECURITIES LLC | $2.6M | 137,778 | Added |
| 13 | Raleigh Capital Management Inc. | $2.5M | 131,289 | Added |
| 14 | Financial & Tax Architects, LLC | $2.2M | 113,911 | Added |
| 15 | Good Harbor Advisors, Inc. | $1.9M | 101,987 | Hold |
| 16 | Hibernia Wealth Partners, LLC | $1.9M | 100,721 | Trimmed |
| 17 | Intrua Financial, LLC | $1.8M | 93,820 | Trimmed |
| 18 | Concurrent Investment Advisors, LLC | $1.4M | 76,227 | Added |
| 19 | McNamara Financial Services, Inc. | $1.4M | 75,977 | Added |
| 20 | Visionary Horizons, LLC | $1.3M | 69,834 | New |
| 21 | Capital Investment Management, Inc. | $1.2M | 65,480 | Added |
| 22 | Breakwater Capital Group | $1.1M | 60,437 | Added |
| 23 | CAPITAL WEALTH MANAGEMENT, LLC | $1.1M | 57,818 | Trimmed |
| 24 | TRUIST FINANCIAL CORP | $1.1M | 57,244 | Added |
| 25 | PRINCIPAL SECURITIES, INC. | $1.0M | 54,988 | Added |