| 1 | ENVESTNET ASSET MANAGEMENT INC | $107.2M | 3.1M | Added |
| 2 | JPMORGAN CHASE & CO | $51.1M | 1.5M | Trimmed |
| 3 | LPL Financial LLC | $29.9M | 851,858 | Added |
| 4 | Envestnet Portfolio Solutions, Inc. | $20.7M | 588,537 | Added |
| 5 | PARK AVENUE SECURITIES LLC | $10.2M | 290,840 | Trimmed |
| 6 | Lido Advisors, LLC | $9.4M | 268,168 | Added |
| 7 | Cetera Investment Advisers | $7.0M | 200,317 | Added |
| 8 | MML INVESTORS SERVICES, LLC | $5.6M | 160,239 | Added |
| 9 | eCIO, Inc. | $4.8M | 135,346 | New |
| 10 | Janney Montgomery Scott LLC | $3.3M | 94,809 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 80,304 | Trimmed |
| 12 | ASSETMARK, INC | $2.6M | 75,086 | Trimmed |
| 13 | Archer Investment Management, LLC | $2.6M | 73,379 | Added |
| 14 | GeoWealth Management, LLC | $2.5M | 70,384 | Added |
| 15 | Royal Bank of Canada | $2.4M | 69,669 | Added |
| 16 | Creative Planning | $2.4M | 68,107 | Added |
| 17 | SageView Advisory Group, LLC | $2.4M | 67,752 | Added |
| 18 | Avise Financial Cooperative, Inc. | $2.2M | 62,462 | Trimmed |
| 19 | Perigon Wealth Management, LLC | $1.8M | 51,686 | Added |
| 20 | One Wealth Advisors, LLC | $1.7M | 48,656 | Added |
| 21 | Affiance Financial, LLC | $1.5M | 41,937 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $1.5M | 41,596 | Added |
| 23 | Merit Financial Group, LLC | $1.4M | 40,336 | Added |
| 24 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.4M | 40,110 | Trimmed |
| 25 | Horst & Graben Wealth Management LLC | $1.4M | 39,669 | Added |