| 1 | ENVESTNET ASSET MANAGEMENT INC | $73.6M | 490,537 | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $39.9M | 265,706 | Added |
| 3 | GREENWOOD GEARHART INC | $28.2M | 187,545 | Added |
| 4 | EVERGREEN CAPITAL MANAGEMENT LLC | $21.8M | 145,342 | Trimmed |
| 5 | ALLEN WEALTH MANAGEMENT, LLC | $15.0M | 100,242 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $14.1M | 93,592 | Trimmed |
| 7 | CMH Wealth Management LLC | $12.0M | 79,777 | Added |
| 8 | Polianta Ltd | $10.4M | 69,600 | Added |
| 9 | BFSG, LLC | $9.8M | 65,083 | Added |
| 10 | Roundview Capital LLC | $9.6M | 64,089 | Added |
| 11 | Elgethun Capital Management | $9.3M | 61,997 | Added |
| 12 | CHOREO, LLC | $6.8M | 45,277 | Trimmed |
| 13 | Prospera Financial Services Inc | $6.8M | 45,175 | Added |
| 14 | Kestra Advisory Services, LLC | $6.4M | 42,920 | Trimmed |
| 15 | ASSETMARK, INC | $6.4M | 42,573 | Added |
| 16 | Brookstone Capital Management | $6.4M | 42,540 | Added |
| 17 | Atria Investments, Inc | $6.3M | 42,020 | Added |
| 18 | Gerald Baker Financial Group LLC | $6.2M | 41,521 | Trimmed |
| 19 | Guardian Wealth Management, LLC | $5.7M | 38,044 | Trimmed |
| 20 | Grove Bank & Trust | $5.5M | 36,816 | Trimmed |
| 21 | LRI Investments, LLC | $5.4M | 35,822 | Trimmed |
| 22 | M&T Bank Corp | $5.2M | 34,692 | Trimmed |
| 23 | GoalFusion Wealth Management, LLC | $5.2M | 34,639 | Added |
| 24 | TWIN FOCUS CAPITAL PARTNERS, LLC | $4.9M | 32,961 | Trimmed |
| 25 | Royal Fund Management, LLC | $4.8M | 32,252 | Added |