| 1 | ENVESTNET ASSET MANAGEMENT INC | $21.5M | 277,506 | Added |
| 2 | Cornerstone National Bank & Trust Co | $12.5M | 166,583 | Trimmed |
| 3 | Sageworth Trust Co | $5.8M | 74,504 | Hold |
| 4 | Trace Wealth Advisors, LLC | $1.9M | 24,403 | Hold |
| 5 | Asset Dedication, LLC | $1.7M | 22,515 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 14,451 | Trimmed |
| 7 | Wealth Architects, LLC | $984,778 | 12,724 | Trimmed |
| 8 | First PREMIER Bank | $748,000 | 9,667 | Hold |
| 9 | Discipline Wealth Solutions, LLC | $541,838 | 7,001 | Trimmed |
| 10 | VICTORY FINANCIAL GROUP, LLC | $538,869 | 6,963 | Added |
| 11 | WealthPlan Investment Management, LLC | $512,711 | 6,625 | Trimmed |
| 12 | Cambridge Financial Group, LLC | $404,133 | 5,222 | Trimmed |
| 13 | VestGen Investment Management | $399,025 | 5,156 | Trimmed |
| 14 | ASSETMARK, INC | $281,568 | 3,638 | New |
| 15 | Atria Investments, Inc | $273,343 | 3,532 | New |
| 16 | SeaCrest Wealth Management, LLC | $273,266 | 3,531 | Added |
| 17 | CoreCap Advisors, LLC | $172,735 | 2,232 | Added |
| 18 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $94,494 | 1,221 | New |
| 19 | NBT BANK N A /NY | $86,058 | 1,112 | Hold |
| 20 | GeoWealth Management, LLC | $66,091 | 854 | Hold |
| 21 | ANGELES WEALTH MANAGEMENT, LLC | $45,660 | 590 | New |
| 22 | HIGHLINE WEALTH PARTNERS LLC | $16,484 | 213 | Trimmed |
| 23 | Cornerstone Planning Group LLC | $14,912 | 201 | Added |
| 24 | CREATIVE FINANCIAL DESIGNS INC /ADV | $13,156 | 170 | Hold |
| 25 | IFP Advisors, Inc | $3,096 | 40 | Trimmed |