| 1 | ENVESTNET ASSET MANAGEMENT INC | $107.2M | 3.1M | Added |
| 2 | Envestnet Portfolio Solutions, Inc. | $20.7M | 588,537 | Added |
| 3 | PARK AVENUE SECURITIES LLC | $10.2M | 290,840 | Trimmed |
| 4 | eCIO, Inc. | $4.8M | 135,346 | New |
| 5 | Cambridge Investment Research Advisors, Inc. | $2.9M | 83,192 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 80,304 | Trimmed |
| 7 | ASSETMARK, INC | $2.6M | 75,086 | Trimmed |
| 8 | Archer Investment Management, LLC | $2.6M | 73,379 | Added |
| 9 | GeoWealth Management, LLC | $2.5M | 70,384 | Added |
| 10 | Affiance Financial, LLC | $1.5M | 41,937 | Added |
| 11 | Merit Financial Group, LLC | $1.4M | 40,336 | Added |
| 12 | Horst & Graben Wealth Management LLC | $1.4M | 39,669 | Added |
| 13 | Sharkey, Howes & Javer | $1.3M | 37,712 | Trimmed |
| 14 | SigFig Wealth Management, LLC | $1.1M | 32,519 | Added |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $772,935 | 21,624 | New |
| 16 | Farther Finance Advisors, LLC | $677,326 | 19,292 | Added |
| 17 | MGO ONE SEVEN LLC | $667,449 | 19,010 | Added |
| 18 | LexAurum Advisors, LLC | $664,703 | 18,932 | Added |
| 19 | RFG Advisory, LLC | $583,617 | 16,623 | Added |
| 20 | SAGESPRING WEALTH PARTNERS, LLC | $576,688 | 16,425 | Added |
| 21 | Concurrent Investment Advisors, LLC | $451,585 | 12,862 | Added |
| 22 | ONE WEALTH CAPITAL MANAGEMENT, LLC | $427,745 | 12,183 | Added |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLC | $403,533 | 11,493 | Added |
| 24 | EverSource Wealth Advisors, LLC | $398,508 | 11,350 | Added |
| 25 | Lifelong Wealth Advisors, Inc. | $380,136 | 10,827 | Added |