| 1 | ENVESTNET ASSET MANAGEMENT INC | $111.0M | 2.3M | Added |
| 2 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $89.0M | 1.9M | Trimmed |
| 3 | Baird Financial Group, Inc. | $81.1M | 1.7M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $67.3M | 1.4M | Added |
| 5 | Beaumont Financial Advisors, LLC | $39.0M | 816,446 | Trimmed |
| 6 | Trilogy Capital Inc. | $33.9M | 709,244 | Added |
| 7 | Thrivent Financial for Lutherans | $16.1M | 336,361 | New |
| 8 | Cambridge Investment Research Advisors, Inc. | $15.1M | 316,330 | Added |
| 9 | One Charles Private Wealth Services, LLC | $15.0M | 313,351 | Added |
| 10 | Greenwich Wealth Management LLC | $13.6M | 284,924 | Added |
| 11 | Royal Bank of Canada | $13.3M | 278,429 | New |
| 12 | Triangle Securities Wealth Management | $12.2M | 256,588 | Trimmed |
| 13 | Archford Capital Strategies, LLC | $12.0M | 251,799 | Added |
| 14 | Aptus Capital Advisors, LLC | $11.9M | 250,144 | Added |
| 15 | Insight Wealth Strategies, LLC | $11.8M | 251,772 | Added |
| 16 | Members Advisory Group LLC | $10.8M | 226,079 | New |
| 17 | Stonebridge Financial Group, LLC | $10.7M | 223,193 | Added |
| 18 | FIDELIS CAPITAL PARTNERS, LLC | $10.0M | 209,744 | Added |
| 19 | Joseph Group Capital Management | $9.8M | 204,561 | New |
| 20 | Pinnacle Financial Partners, Inc. | $8.8M | 183,628 | New |
| 21 | MML INVESTORS SERVICES, LLC | $6.9M | 144,281 | Added |
| 22 | Krilogy Financial LLC | $6.6M | 139,191 | Hold |
| 23 | D.A. DAVIDSON & CO. | $5.5M | 115,749 | Added |
| 24 | LPL Financial LLC | $5.5M | 115,202 | Added |
| 25 | Meridian Wealth Management, LLC | $5.2M | 107,983 | Added |