| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.40B | 27.0M | Trimmed |
| 2 | BlackRock, Inc. | $1.08B | 20.8M | Added |
| 3 | LPL Financial LLC | $819.3M | 15.8M | Added |
| 4 | JPMORGAN CHASE & CO | $713.4M | 13.8M | Added |
| 5 | Dynasty Wealth Management, LLC | $624.5M | 12.0M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $603.5M | 11.6M | Added |
| 7 | MORGAN STANLEY | $513.3M | 9.9M | Added |
| 8 | PNC Financial Services Group, Inc. | $452.6M | 8.7M | Added |
| 9 | AMERIPRISE FINANCIAL INC | $419.0M | 8.0M | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | $303.6M | 5.8M | Added |
| 11 | GOLDMAN SACHS GROUP INC | $293.4M | 5.7M | Added |
| 12 | Quotient Wealth Partners, LLC | $288.3M | 5.6M | Added |
| 13 | Sequoia Financial Advisors, LLC | $282.7M | 5.4M | Added |
| 14 | UBS Group AG | $257.9M | 5.0M | Added |
| 15 | Cetera Investment Advisers | $251.0M | 4.8M | Added |
| 16 | JANE STREET GROUP, LLC | $150.6M | 2.9M | New |
| 17 | SAGESPRING WEALTH PARTNERS, LLC | $148.6M | 2.9M | Trimmed |
| 18 | OpenArc Corporate Advisory, LLC | $140.9M | 2.7M | Added |
| 19 | MML INVESTORS SERVICES, LLC | $138.7M | 2.7M | Trimmed |
| 20 | Royal Bank of Canada | $137.0M | 2.6M | Added |
| 21 | Wharton Business Group, LLC | $134.6M | 2.6M | Added |
| 22 | Merit Financial Group, LLC | $123.3M | 2.4M | Added |
| 23 | Envestnet Portfolio Solutions, Inc. | $120.7M | 2.3M | Trimmed |
| 24 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $110.3M | 2.1M | New |
| 25 | RAYMOND JAMES FINANCIAL INC | $97.6M | 1.9M | Added |