| 1 | ENVESTNET ASSET MANAGEMENT INC | $38.4M | 1.6M | Added |
| 2 | Hamrick Investment Counsel, llc | $18.4M | 746,160 | Added |
| 3 | HARTLINE INVESTMENT CORP/ | $18.3M | 741,444 | Added |
| 4 | ALLSTATE CORP | $17.8M | 721,760 | New |
| 5 | Cetera Investment Advisers | $11.3M | 456,337 | Added |
| 6 | Columbus Macro, LLC | $10.3M | 418,460 | Added |
| 7 | White Wing Wealth Management | $10.3M | 417,474 | Trimmed |
| 8 | Sightline Wealth Advisors, LLC | $10.3M | 416,772 | Added |
| 9 | LPL Financial LLC | $10.2M | 412,877 | Added |
| 10 | Cape Investment Advisory, Inc. | $8.5M | 346,191 | Added |
| 11 | SlateStone Wealth, LLC | $7.9M | 321,351 | Added |
| 12 | BANK OF AMERICA CORP /DE/ | $7.5M | 305,331 | Added |
| 13 | Meridian Wealth Management, LLC | $7.4M | 301,188 | Added |
| 14 | MML INVESTORS SERVICES, LLC | $6.7M | 272,850 | New |
| 15 | FF Advisors,LLC | $6.5M | 264,253 | Added |
| 16 | Compass Financial Group, INC/SD | $6.0M | 244,346 | Added |
| 17 | VAN STRUM & TOWNE INC. | $5.4M | 218,661 | Added |
| 18 | Waverly Advisors, LLC | $5.1M | 205,206 | Added |
| 19 | HighTower Advisors, LLC | $4.6M | 186,597 | Trimmed |
| 20 | WELLS FARGO & COMPANY/MN | $4.6M | 186,053 | Added |
| 21 | JPMORGAN CHASE & CO | $4.1M | 167,948 | Added |
| 22 | Modera Wealth Management, LLC | $4.1M | 165,267 | Trimmed |
| 23 | GOLDMAN SACHS GROUP INC | $4.0M | 162,493 | New |
| 24 | Kestra Advisory Services, LLC | $3.9M | 156,918 | Trimmed |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.8M | 154,856 | Trimmed |