| 1 | Vestmark Advisory Solutions, Inc. | $84.3M | 1.5M | Hold |
| 2 | Integrity Advisory Solutions, LLC | $73.4M | 1.3M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $54.1M | 990,203 | Added |
| 4 | INTEGRITY ALLIANCE, LLC. | $49.5M | 905,653 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $44.8M | 819,826 | Added |
| 6 | Three Arch Wealth Management LLC | $31.2M | 571,496 | Added |
| 7 | Tencap Wealth Coaching, LLC | $25.1M | 458,254 | Added |
| 8 | Allworth Financial LP | $21.1M | 386,625 | Added |
| 9 | Wealth Advisors Northwest LLC | $20.9M | 382,291 | Added |
| 10 | OneDigital Investment Advisors LLC | $19.2M | 351,603 | Added |
| 11 | Integrated Wealth Concepts LLC | $18.0M | 328,375 | Added |
| 12 | DiNuzzo Private Wealth, Inc. | $17.6M | 322,435 | Trimmed |
| 13 | AA Financial Advisors, LLC | $17.6M | 321,150 | Added |
| 14 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $17.3M | 316,126 | Hold |
| 15 | DRAVO BAY LLC | $16.9M | 309,509 | Added |
| 16 | GOLDMAN SACHS GROUP INC | $16.8M | 306,515 | Added |
| 17 | RFG Advisory, LLC | $15.6M | 285,441 | Added |
| 18 | Mattern Wealth Management LLC | $15.0M | 275,196 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $12.7M | 232,728 | Added |
| 20 | IMA Advisory Services, Inc. | $11.0M | 201,876 | New |
| 21 | NewEdge Advisors, LLC | $10.9M | 199,814 | Added |
| 22 | PARK AVENUE SECURITIES LLC | $10.4M | 189,811 | Added |
| 23 | Baird Financial Group, Inc. | $10.3M | 188,195 | New |
| 24 | Betterment LLC | $9.6M | 175,871 | Trimmed |
| 25 | Outbound Financial Inc | $9.6M | 174,986 | Added |