| 1 | ENVESTNET ASSET MANAGEMENT INC | $51.7M | 226,853 | Trimmed |
| 2 | Clear Creek Financial Management, LLC | $14.6M | 63,992 | Added |
| 3 | GW HENSSLER & ASSOCIATES LTD | $14.4M | 62,784 | Trimmed |
| 4 | Banco Santander, S.A. | $12.4M | 53,997 | Hold |
| 5 | Cambridge Investment Research Advisors, Inc. | $9.9M | 43,182 | Added |
| 6 | ASSETMARK, INC | $7.9M | 34,683 | Added |
| 7 | PARK NATIONAL CORP /OH/ | $6.6M | 28,803 | Added |
| 8 | LRI Investments, LLC | $6.5M | 28,355 | Trimmed |
| 9 | KINGSWOOD WEALTH ADVISORS, LLC | $6.3M | 27,696 | Added |
| 10 | Wealthcare Advisory Partners LLC | $5.8M | 25,443 | Added |
| 11 | J.W. COLE ADVISORS, INC. | $5.5M | 24,064 | Added |
| 12 | Guardian Wealth Management, LLC | $5.5M | 24,058 | Trimmed |
| 13 | LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $5.4M | 23,442 | Added |
| 14 | J. M. Brown & Associates Inc. | $5.3M | 23,253 | New |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 21,765 | Trimmed |
| 16 | Certified Advisory Corp | $4.2M | 18,274 | Trimmed |
| 17 | Silver Coast Investments LLC | $3.8M | 16,788 | Trimmed |
| 18 | EXCHANGE TRADED CONCEPTS, LLC | $3.8M | 16,536 | Trimmed |
| 19 | Gibraltar Capital Management, Inc. | $3.6M | 15,517 | Trimmed |
| 20 | Aprio Wealth Management, LLC | $3.5M | 15,297 | New |
| 21 | Praetorian Wealth Management, Inc. | $3.4M | 14,980 | Added |
| 22 | PARSONS CAPITAL MANAGEMENT INC/RI | $3.2M | 14,177 | Added |
| 23 | Atria Investments, Inc | $3.2M | 13,874 | Trimmed |
| 24 | M&T Bank Corp | $2.8M | 12,151 | Trimmed |
| 25 | FELL CAPITAL MANAGEMENT /ADV | $2.6M | 11,495 | Hold |