| 1 | ENVESTNET ASSET MANAGEMENT INC | $190.1M | 2.7M | Trimmed |
| 2 | Envestnet Portfolio Solutions, Inc. | $35.0M | 504,269 | Trimmed |
| 3 | PARK AVENUE SECURITIES LLC | $21.3M | 306,440 | Trimmed |
| 4 | Apella Capital, LLC | $15.2M | 227,544 | Trimmed |
| 5 | SPINNAKER TRUST | $10.8M | 155,820 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $8.8M | 125,996 | Added |
| 7 | Decker Retirement Planning Inc. | $6.9M | 99,061 | Added |
| 8 | TOMPKINS FINANCIAL CORP | $6.1M | 88,052 | New |
| 9 | ZENITH SOLUTIONS, INC. | $5.7M | 81,647 | New |
| 10 | ASSETMARK, INC | $5.6M | 80,732 | Added |
| 11 | Highland Financial Advisors, LLC | $5.4M | 77,452 | Added |
| 12 | Mirae Asset Global Investments Co., Ltd. | $5.4M | 77,300 | Hold |
| 13 | Accredited Investors Inc. | $4.9M | 71,097 | Added |
| 14 | Walkner Condon Financial Advisors LLC | $4.8M | 69,001 | Trimmed |
| 15 | Atwater Malick LLC | $4.7M | 68,225 | Hold |
| 16 | GenWealth Group, Inc. | $4.2M | 61,136 | Trimmed |
| 17 | GeoWealth Management, LLC | $4.2M | 60,270 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 59,297 | Added |
| 19 | Archer Investment Management, LLC | $4.0M | 57,487 | Trimmed |
| 20 | Invera Wealth Advisors, LLC | $3.4M | 48,246 | Added |
| 21 | CGC Financial Services, LLC | $3.1M | 45,053 | Trimmed |
| 22 | Horst & Graben Wealth Management LLC | $2.8M | 41,174 | Trimmed |
| 23 | Equita Financial Network, Inc. | $2.8M | 40,479 | Trimmed |
| 24 | Merit Financial Group, LLC | $2.7M | 38,474 | Added |
| 25 | Kestra Advisory Services, LLC | $2.7M | 38,334 | Added |