| 1 | ENVESTNET ASSET MANAGEMENT INC | $96.6M | 3.0M | Trimmed |
| 2 | JPMORGAN CHASE & CO | $47.4M | 1.5M | Added |
| 3 | LPL Financial LLC | $24.6M | 773,213 | Trimmed |
| 4 | Envestnet Portfolio Solutions, Inc. | $18.5M | 580,773 | Trimmed |
| 5 | PARK AVENUE SECURITIES LLC | $9.4M | 295,814 | Trimmed |
| 6 | Lido Advisors, LLC | $7.3M | 230,836 | Trimmed |
| 7 | Cetera Investment Advisers | $6.2M | 194,564 | Trimmed |
| 8 | CWM, LLC | $5.0M | 156,705 | Added |
| 9 | MML INVESTORS SERVICES, LLC | $4.3M | 133,908 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $3.5M | 109,330 | Added |
| 11 | Janney Montgomery Scott LLC | $2.9M | 89,684 | Trimmed |
| 12 | Thrivent Financial for Lutherans | $2.6M | 82,521 | Added |
| 13 | ASSETMARK, INC | $2.4M | 75,093 | Trimmed |
| 14 | Royal Bank of Canada | $2.2M | 68,429 | Added |
| 15 | Creative Planning | $2.2M | 67,881 | New |
| 16 | Avise Financial Cooperative, Inc. | $2.1M | 66,912 | Added |
| 17 | GTS SECURITIES LLC | $1.8M | 57,973 | Added |
| 18 | GeoWealth Management, LLC | $1.7M | 52,890 | Trimmed |
| 19 | Perigon Wealth Management, LLC | $1.5M | 45,988 | Trimmed |
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.5M | 45,595 | Trimmed |
| 21 | One Wealth Advisors, LLC | $1.5M | 45,575 | Trimmed |
| 22 | Archer Investment Management, LLC | $1.3M | 42,384 | Added |
| 23 | Affiance Financial, LLC | $1.3M | 41,167 | New |
| 24 | Horst & Graben Wealth Management LLC | $1.3M | 38,629 | Trimmed |
| 25 | Sharkey, Howes & Javer | $1.2M | 38,585 | Trimmed |