| 1 | MORGAN STANLEY | $67.6M | 722,783 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $55.4M | 592,483 | Added |
| 3 | ASSETMARK, INC | $49.7M | 531,701 | Trimmed |
| 4 | OneDigital Investment Advisors LLC | $35.5M | 380,042 | Added |
| 5 | LPL Financial LLC | $34.7M | 371,068 | Added |
| 6 | PNC Financial Services Group, Inc. | $33.4M | 357,262 | Added |
| 7 | Alpine Bank Wealth Management | $32.4M | 346,430 | New |
| 8 | Mid-American Wealth Advisory Group, Inc. | $29.4M | 314,582 | Trimmed |
| 9 | Cetera Investment Advisers | $27.3M | 291,687 | Added |
| 10 | TD PRIVATE CLIENT WEALTH LLC | $22.8M | 243,726 | Added |
| 11 | RMR Wealth Builders | $21.3M | 227,955 | Added |
| 12 | BANK OF AMERICA CORP /DE/ | $20.4M | 218,631 | Added |
| 13 | Royal Bank of Canada | $20.3M | 217,023 | Added |
| 14 | Bleakley Financial Group, LLC | $17.3M | 185,109 | Trimmed |
| 15 | CONDOR CAPITAL MANAGEMENT | $16.7M | 178,391 | Added |
| 16 | CreativeOne Wealth, LLC | $16.5M | 176,783 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $16.4M | 175,434 | Added |
| 18 | WELLS FARGO & COMPANY/MN | $15.2M | 162,247 | Added |
| 19 | Capital Management Associates, Inc | $14.7M | 156,854 | Trimmed |
| 20 | RAYMOND JAMES FINANCIAL INC | $14.1M | 151,165 | Added |
| 21 | Man Group plc | $13.1M | 139,722 | Added |
| 22 | UBS Group AG | $13.0M | 138,966 | Trimmed |
| 23 | AMERIPRISE FINANCIAL INC | $12.3M | 131,557 | Added |
| 24 | OSAIC HOLDINGS, INC. | $11.4M | 122,294 | Trimmed |
| 25 | Beacon Pointe Advisors, LLC | $10.7M | 114,761 | Added |