| 1 | ENVESTNET ASSET MANAGEMENT INC | $37.2M | 379,758 | Added |
| 2 | Harbour Trust & Investment Management Co | $15.1M | 154,054 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $12.5M | 127,948 | Trimmed |
| 4 | Cornerstone National Bank & Trust Co | $8.8M | 90,253 | Trimmed |
| 5 | LRI Investments, LLC | $2.6M | 26,436 | Hold |
| 6 | First PREMIER Bank | $2.4M | 24,733 | Hold |
| 7 | Discipline Wealth Solutions, LLC | $2.0M | 20,210 | Trimmed |
| 8 | ASSETMARK, INC | $1.9M | 19,682 | New |
| 9 | Cambridge Investment Research Advisors, Inc. | $1.5M | 15,198 | Added |
| 10 | Arlington Trust Co LLC | $1.5M | 15,056 | Trimmed |
| 11 | Trace Wealth Advisors, LLC | $1.3M | 13,150 | Trimmed |
| 12 | Indivisible Partners | $1.1M | 11,508 | New |
| 13 | VICTORY FINANCIAL GROUP, LLC | $1.1M | 11,141 | Added |
| 14 | WealthPlan Investment Management, LLC | $964,089 | 9,830 | Trimmed |
| 15 | Cyndeo Wealth Partners, LLC | $816,779 | 8,328 | Trimmed |
| 16 | First Heartland Consultants, Inc. | $682,615 | 7,705 | Added |
| 17 | VestGen Investment Management | $627,688 | 6,400 | Trimmed |
| 18 | PARK NATIONAL CORP /OH/ | $606,209 | 6,181 | Trimmed |
| 19 | Wealth Architects, LLC | $497,005 | 5,067 | Trimmed |
| 20 | SeaCrest Wealth Management, LLC | $489,106 | 4,987 | Added |
| 21 | ANGELES WEALTH MANAGEMENT, LLC | $435,654 | 4,442 | New |
| 22 | Atria Investments, Inc | $409,272 | 4,173 | Added |
| 23 | Herold Advisors, Inc. | $402,000 | 4,098 | Trimmed |
| 24 | Forum Financial Management, LP | $400,053 | 4,079 | Hold |
| 25 | Patton Albertson Miller Group, LLC | $387,107 | 3,947 | Hold |