| 1 | ENVESTNET ASSET MANAGEMENT INC | $242.3M | 2.7M | Added |
| 2 | LPL Financial LLC | $114.3M | 1.3M | Added |
| 3 | BlackRock, Inc. | $89.0M | 1.0M | Added |
| 4 | JPMORGAN CHASE & CO | $62.1M | 697,192 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $43.9M | 495,339 | Added |
| 6 | AMERIPRISE FINANCIAL INC | $38.6M | 435,882 | Added |
| 7 | MORGAN STANLEY | $30.5M | 344,129 | Added |
| 8 | Cetera Investment Advisers | $29.5M | 332,677 | Added |
| 9 | Janney Montgomery Scott LLC | $25.9M | 292,193 | Added |
| 10 | Envestnet Portfolio Solutions, Inc. | $22.5M | 253,060 | Added |
| 11 | Bank of New York Mellon Corp | $18.2M | 204,948 | Added |
| 12 | MML INVESTORS SERVICES, LLC | $17.8M | 200,631 | Added |
| 13 | MCMORGAN & CO LLC | $16.7M | 187,772 | Added |
| 14 | OneDigital Investment Advisors LLC | $16.0M | 180,060 | Added |
| 15 | Royal Bank of Canada | $13.9M | 156,198 | Added |
| 16 | PARK AVENUE SECURITIES LLC | $12.5M | 141,070 | Added |
| 17 | RAYMOND JAMES FINANCIAL INC | $12.0M | 135,511 | Trimmed |
| 18 | NewEdge Advisors, LLC | $11.7M | 131,823 | Added |
| 19 | Alpine Bank Wealth Management | $11.2M | 126,530 | Trimmed |
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $10.1M | 114,036 | Added |
| 21 | Arax Advisory Partners | $9.0M | 101,509 | Added |
| 22 | Merit Financial Group, LLC | $9.0M | 101,310 | Added |
| 23 | Ameritas Advisory Services, LLC | $8.4M | 95,076 | Added |
| 24 | MILESTONE ASSET MANAGEMENT, LLC | $8.3M | 93,640 | New |
| 25 | Foundations Investment Advisors, LLC | $8.2M | 92,438 | Added |