| 1 | KEYBANK NATIONAL ASSOCIATION/OH | $5.8M | 109,527 | Added |
| 2 | BAILARD, INC. | $4.5M | 85,084 | Added |
| 3 | Invera Wealth Advisors, LLC | $3.1M | 58,124 | Added |
| 4 | Highland Financial Advisors, LLC | $3.0M | 57,493 | Added |
| 5 | JNBA Financial Advisors | $920,260 | 17,447 | Trimmed |
| 6 | Pathway Financial Advisors LLC | $847,589 | 16,309 | Added |
| 7 | Magnus Financial Group LLC | $784,175 | 14,867 | Trimmed |
| 8 | MassMutual Private Wealth & Trust, FSB | $773,731 | 14,669 | Trimmed |
| 9 | Beta Wealth Group, Inc. | $754,725 | 14,309 | Added |
| 10 | D.A. DAVIDSON & CO. | $705,952 | 13,384 | Added |
| 11 | Cambridge Financial Group, LLC | $641,445 | 12,161 | Hold |
| 12 | BIRCHBROOK, INC. | $612,752 | 11,617 | Trimmed |
| 13 | Asset Dedication, LLC | $567,336 | 10,756 | Hold |
| 14 | Robertson Stephens Wealth Management, LLC | $554,730 | 10,517 | Added |
| 15 | Tarbox Family Office, Inc. | $528,168 | 10,013 | Added |
| 16 | DeDora Capital, Inc. | $519,917 | 9,857 | Added |
| 17 | Ellenbecker Investment Group | $500,243 | 9,484 | New |
| 18 | Private Advisor Group, LLC | $440,265 | 8,347 | Trimmed |
| 19 | Sprinkle Financial Consultants LLC | $417,305 | 7,912 | Added |
| 20 | Armbruster Capital Management, Inc. | $398,021 | 7,546 | Added |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $395,305 | 7,495 | Added |
| 22 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $360,519 | 6,835 | Added |
| 23 | Valeo Financial Advisors, LLC | $350,944 | 6,653 | Hold |
| 24 | Heck Capital Advisors, LLC | $340,845 | 6,462 | Trimmed |
| 25 | PFG Investments, LLC | $340,262 | 6,451 | Added |