| 1 | JPMORGAN CHASE & CO | $95.7M | 2.1M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $70.2M | 1.5M | Added |
| 3 | LPL Financial LLC | $43.8M | 950,580 | Added |
| 4 | Bernicke Wealth Management, Ltd. | $29.7M | 644,153 | Added |
| 5 | MORGAN STANLEY | $27.8M | 602,055 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $22.4M | 486,981 | Added |
| 7 | HighTower Advisors, LLC | $18.6M | 402,794 | Trimmed |
| 8 | Janney Montgomery Scott LLC | $15.9M | 344,224 | Added |
| 9 | Ocean Park Asset Management, LLC | $12.2M | 265,700 | Hold |
| 10 | Vestmark Advisory Solutions, Inc. | $8.6M | 186,314 | Trimmed |
| 11 | Vawter Financial, Ltd. | $6.3M | 135,858 | Added |
| 12 | Empowered Funds, LLC | $6.2M | 135,992 | Added |
| 13 | WCG Wealth Advisors LLC | $6.1M | 133,282 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $6.0M | 129,768 | Added |
| 15 | Pinnacle Wealth Planning Services, Inc. | $5.8M | 126,774 | Added |
| 16 | MISSION WEALTH MANAGEMENT, LP | $5.6M | 120,802 | Added |
| 17 | Highland Investment Advisors LLC | $5.5M | 119,600 | New |
| 18 | Royal Fund Management, LLC | $5.4M | 116,306 | Added |
| 19 | Windsor Capital Management, LLC | $4.9M | 105,925 | Trimmed |
| 20 | BlackRock, Inc. | $4.8M | 105,010 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $4.4M | 95,936 | Added |
| 22 | ASSETMARK, INC | $4.2M | 91,277 | Trimmed |
| 23 | Cetera Investment Advisers | $3.6M | 78,028 | Added |
| 24 | RAYMOND JAMES FINANCIAL INC | $3.4M | 73,232 | Trimmed |
| 25 | Summit Financial, LLC | $2.9M | 62,060 | Trimmed |