| 1 | Vestmark Advisory Solutions, Inc. | $83.4M | 1.5M | Added |
| 2 | Integrity Advisory Solutions, LLC | $63.5M | 1.2M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $46.9M | 865,985 | Trimmed |
| 4 | INTEGRITY ALLIANCE, LLC. | $45.6M | 842,720 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $35.6M | 656,845 | Trimmed |
| 6 | Three Arch Wealth Management LLC | $30.3M | 559,563 | Added |
| 7 | Tencap Wealth Coaching, LLC | $23.9M | 440,440 | Added |
| 8 | DiNuzzo Private Wealth, Inc. | $17.6M | 325,412 | Trimmed |
| 9 | AA Financial Advisors, LLC | $17.1M | 316,348 | New |
| 10 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $17.1M | 316,126 | New |
| 11 | OneDigital Investment Advisors LLC | $16.7M | 308,711 | Added |
| 12 | Wealth Advisors Northwest LLC | $15.2M | 280,889 | Added |
| 13 | Allworth Financial LP | $14.9M | 275,423 | Added |
| 14 | RFG Advisory, LLC | $14.7M | 271,993 | Added |
| 15 | DRAVO BAY LLC | $14.5M | 267,210 | Added |
| 16 | Mattern Wealth Management LLC | $14.4M | 266,202 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $12.0M | 222,208 | Added |
| 18 | Betterment LLC | $9.6M | 176,554 | Added |
| 19 | Integrated Wealth Concepts LLC | $9.2M | 169,108 | Added |
| 20 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $7.6M | 141,021 | Added |
| 21 | Dynamic Advisor Solutions LLC | $7.5M | 137,802 | Added |
| 22 | APS Management Group, Inc. | $7.2M | 132,856 | Added |
| 23 | SageOak Financial, LLC | $7.1M | 131,266 | Added |
| 24 | Kestra Advisory Services, LLC | $6.4M | 118,083 | Added |
| 25 | Vantage Point Financial LLC | $5.5M | 100,845 | Added |