| 1 | ENVESTNET ASSET MANAGEMENT INC | $3.03B | 57.6M | Trimmed |
| 2 | LPL Financial LLC | $1.40B | 26.6M | Trimmed |
| 3 | JPMORGAN CHASE & CO | $809.8M | 15.9M | Trimmed |
| 4 | Dynasty Wealth Management, LLC | $746.0M | 14.2M | Trimmed |
| 5 | MORGAN STANLEY | $537.8M | 10.2M | Added |
| 6 | AMERIPRISE FINANCIAL INC | $485.6M | 9.2M | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $351.1M | 6.7M | Trimmed |
| 8 | MML INVESTORS SERVICES, LLC | $324.8M | 6.2M | Added |
| 9 | PARK AVENUE SECURITIES LLC | $280.4M | 5.3M | Trimmed |
| 10 | OpenArc Corporate Advisory, LLC | $280.0M | 5.3M | Trimmed |
| 11 | SAGESPRING WEALTH PARTNERS, LLC | $278.4M | 5.3M | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $273.3M | 5.2M | Added |
| 13 | Cetera Investment Advisers | $269.7M | 5.1M | Added |
| 14 | Envestnet Portfolio Solutions, Inc. | $244.5M | 4.6M | Trimmed |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $228.4M | 4.3M | Added |
| 16 | Janney Montgomery Scott LLC | $162.9M | 3.1M | Trimmed |
| 17 | NewEdge Advisors, LLC | $154.7M | 2.9M | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $151.9M | 2.9M | Added |
| 19 | SOFI WEALTH, LLC | $138.9M | 2.6M | Added |
| 20 | Bank of New York Mellon Corp | $134.3M | 2.5M | Trimmed |
| 21 | OLD MISSION CAPITAL LLC | $126.9M | 2.4M | New |
| 22 | BlackRock, Inc. | $123.7M | 2.3M | Added |
| 23 | Merit Financial Group, LLC | $118.6M | 2.2M | Trimmed |
| 24 | OneDigital Investment Advisors LLC | $116.1M | 2.2M | Trimmed |
| 25 | Foundations Investment Advisors, LLC | $114.1M | 2.2M | Trimmed |