| 1 | Bank of Italy | $177.0M | 2.5M | Hold |
| 2 | Colorado Capital Management, Inc. | $20.7M | 298,421 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $10.2M | 146,942 | Added |
| 4 | Daiwa Securities Group Inc. | $7.1M | 102,191 | Added |
| 5 | Prentice Wealth Management LLC | $3.8M | 55,076 | Trimmed |
| 6 | Wealth Advisory Team LLC | $3.7M | 53,606 | Added |
| 7 | ASSETMARK, INC | $3.5M | 50,999 | Added |
| 8 | Fingerlakes Wealth Management, Inc. | $2.8M | 39,793 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 34,526 | Added |
| 10 | PARK AVENUE SECURITIES LLC | $1.1M | 15,861 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $916,000 | 13,178 | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $703,004 | 10,050 | Trimmed |
| 13 | Archer Investment Management, LLC | $682,931 | 9,832 | Trimmed |
| 14 | Clear Creek Financial Management, LLC | $663,343 | 9,550 | Trimmed |
| 15 | Aaron Wealth Advisors LLC | $389,601 | 5,609 | Trimmed |
| 16 | Envestnet Portfolio Solutions, Inc. | $313,612 | 4,515 | Hold |
| 17 | QUANTUM FINANCIAL PARTNERS LLC | $288,259 | 4,150 | New |
| 18 | BLUESTEM FINANCIAL ADVISORS, LLC | $217,965 | 3,138 | Trimmed |
| 19 | Berger Financial Group, Inc | $214,381 | 3,086 | New |
| 20 | Fifth Third Wealth Advisors LLC | $213,103 | 3,068 | New |
| 21 | Kestra Advisory Services, LLC | $210,900 | 3,036 | New |
| 22 | Chicago Partners Investment Group LLC | $206,357 | 3,048 | New |
| 23 | Farther Finance Advisors, LLC | $146,491 | 2,110 | Added |
| 24 | IFP Advisors, Inc | $81,199 | 1,169 | Trimmed |
| 25 | Wealth Enhancement Trust Services, Inc. | $68,418 | 985 | Trimmed |