| 1 | ENVESTNET ASSET MANAGEMENT INC | $56.9M | 1.2M | Added |
| 2 | Betterment LLC | $44.4M | 908,825 | Added |
| 3 | LPL Financial LLC | $42.2M | 863,767 | Added |
| 4 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $34.8M | 713,247 | Added |
| 5 | ELEVATION POINT WEALTH PARTNERS, LLC | $23.1M | 471,983 | Added |
| 6 | Vestmark Advisory Solutions, Inc. | $23.0M | 471,582 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $14.1M | 287,632 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $10.3M | 210,848 | Added |
| 9 | Private Advisor Group, LLC | $9.6M | 197,046 | Trimmed |
| 10 | MORGAN STANLEY | $8.8M | 179,379 | Added |
| 11 | Cetera Investment Advisers | $8.5M | 173,223 | Added |
| 12 | PRINCIPAL SECURITIES, INC. | $7.2M | 148,308 | Added |
| 13 | Envestnet Portfolio Solutions, Inc. | $5.9M | 120,623 | Added |
| 14 | Sowell Financial Services LLC | $3.6M | 73,604 | Added |
| 15 | Keebeck Wealth Management | $2.1M | 42,120 | Trimmed |
| 16 | Lifetime Wealth Management P.C. | $1.7M | 34,928 | Added |
| 17 | FLOW TRADERS U.S. LLC | $1.4M | 27,712 | New |
| 18 | BANK OF AMERICA CORP /DE/ | $1.3M | 26,146 | Trimmed |
| 19 | CoreCap Advisors, LLC | $1.0M | 20,931 | Added |
| 20 | NewEdge Advisors, LLC | $855,980 | 17,522 | Added |
| 21 | Bank of New York Mellon Corp | $654,221 | 13,392 | Added |
| 22 | LifePlan Investment Advisors, Inc. | $547,120 | 11,200 | Added |
| 23 | Integrated Wealth Concepts LLC | $516,911 | 10,581 | Added |
| 24 | Founders Financial Alliance, LLC | $386,160 | 7,905 | Added |
| 25 | CATALYST PRIVATE WEALTH, LLC | $293,100 | 6,000 | Hold |