| 1 | ENVESTNET ASSET MANAGEMENT INC | $83.5M | 1.1M | Added |
| 2 | BlackRock, Inc. | $63.5M | 840,981 | Trimmed |
| 3 | IMA Advisory Services, Inc. | $55.5M | 736,635 | Added |
| 4 | SEI INVESTMENTS CO | $28.2M | 373,978 | Added |
| 5 | LPL Financial LLC | $27.1M | 359,463 | Added |
| 6 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $17.9M | 237,333 | Added |
| 7 | Envestnet Portfolio Solutions, Inc. | $16.0M | 212,249 | New |
| 8 | JPMORGAN CHASE & CO | $15.4M | 210,684 | Added |
| 9 | Allworth Financial LP | $13.4M | 178,041 | Added |
| 10 | RWA WEALTH PARTNERS, LLC | $11.3M | 149,197 | Added |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.7M | 141,877 | Added |
| 12 | Cetera Investment Advisers | $8.4M | 111,097 | Added |
| 13 | PARK AVENUE SECURITIES LLC | $8.1M | 107,325 | New |
| 14 | Values Added Financial LLC | $8.0M | 106,524 | Added |
| 15 | BAILARD, INC. | $7.9M | 104,179 | Added |
| 16 | Accredited Investors Inc. | $6.4M | 84,629 | Added |
| 17 | Apella Capital, LLC | $6.2M | 75,723 | New |
| 18 | Financial Connections Group, Inc. | $5.7M | 75,280 | Trimmed |
| 19 | Clearstead Advisors, LLC | $5.6M | 74,514 | New |
| 20 | Invera Wealth Advisors, LLC | $5.0M | 66,487 | Added |
| 21 | HighTower Advisors, LLC | $4.8M | 63,563 | Added |
| 22 | Balanced Rock Investment Advisors LLC | $4.7M | 62,331 | Added |
| 23 | REGATTA CAPITAL GROUP, LLC | $4.3M | 57,193 | Added |
| 24 | MML INVESTORS SERVICES, LLC | $4.2M | 55,834 | Added |
| 25 | CWM, LLC | $4.2M | 55,675 | Added |