| 1 | MORGAN STANLEY | $45.9M | 2.1M | Added |
| 2 | Bank of New York Mellon Corp | $38.2M | 1.7M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $36.8M | 1.7M | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $20.9M | 945,022 | Added |
| 5 | WCG Wealth Advisors LLC | $11.9M | 539,366 | Trimmed |
| 6 | LPL Financial LLC | $11.5M | 519,090 | Added |
| 7 | CGN Advisors LLC | $10.0M | 452,900 | Added |
| 8 | Miracle Mile Advisors, LLC | $9.4M | 426,103 | Added |
| 9 | Westfuller Advisors, LLC | $6.9M | 313,124 | Trimmed |
| 10 | Focus Partners Wealth | $6.9M | 310,210 | Trimmed |
| 11 | Koss-Olinger Consulting, LLC | $6.7M | 302,281 | Added |
| 12 | BANK OF AMERICA CORP /DE/ | $5.8M | 261,325 | Trimmed |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | $5.2M | 236,677 | New |
| 14 | JPMORGAN CHASE & CO | $4.5M | 204,117 | Added |
| 15 | Perigon Wealth Management, LLC | $4.1M | 184,954 | Trimmed |
| 16 | ASSETMARK, INC | $4.0M | 179,602 | Trimmed |
| 17 | Colorado Capital Management, Inc. | $3.6M | 161,515 | Added |
| 18 | Boston Standard Wealth Management, LLC | $3.3M | 149,955 | Added |
| 19 | XY Planning Network, Inc. | $3.2M | 143,312 | New |
| 20 | Vestmark Advisory Solutions, Inc. | $3.2M | 143,046 | Trimmed |
| 21 | PARK AVENUE SECURITIES LLC | $3.0M | 134,567 | Added |
| 22 | Beacon Pointe Advisors, LLC | $2.8M | 127,066 | Added |
| 23 | Evolution Advisers, Inc. | $2.8M | 125,902 | Trimmed |
| 24 | RETIREMENT CAPITAL STRATEGIES | $2.8M | 125,258 | Added |
| 25 | WELLS FARGO & COMPANY/MN | $2.5M | 115,102 | Trimmed |