| 1 | ENVESTNET ASSET MANAGEMENT INC | $230.0M | 2.6M | Added |
| 2 | LPL Financial LLC | $92.1M | 1.0M | Added |
| 3 | Alpine Bank Wealth Management | $86.7M | 974,400 | New |
| 4 | JPMORGAN CHASE & CO | $55.8M | 629,860 | Added |
| 5 | BlackRock, Inc. | $49.3M | 553,508 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $41.1M | 462,003 | Added |
| 7 | Cetera Investment Advisers | $26.4M | 296,642 | Added |
| 8 | MORGAN STANLEY | $26.1M | 293,264 | Added |
| 9 | Janney Montgomery Scott LLC | $24.6M | 276,403 | Added |
| 10 | Envestnet Portfolio Solutions, Inc. | $21.2M | 238,196 | Trimmed |
| 11 | AMERIPRISE FINANCIAL INC | $20.6M | 231,338 | Added |
| 12 | CWM, LLC | $18.4M | 206,740 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $17.4M | 195,400 | Added |
| 14 | Bank of New York Mellon Corp | $16.0M | 180,274 | Added |
| 15 | OneDigital Investment Advisors LLC | $14.5M | 162,463 | Added |
| 16 | MML INVESTORS SERVICES, LLC | $13.2M | 147,813 | Added |
| 17 | MCMORGAN & CO LLC | $12.8M | 144,296 | New |
| 18 | Royal Bank of Canada | $12.5M | 140,969 | Added |
| 19 | PARK AVENUE SECURITIES LLC | $11.8M | 132,978 | Added |
| 20 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $9.9M | 111,854 | Added |
| 21 | Foundations Investment Advisors, LLC | $7.6M | 84,863 | Added |
| 22 | Geneos Wealth Management Inc. | $7.5M | 84,595 | New |
| 23 | Merit Financial Group, LLC | $7.1M | 79,664 | Added |
| 24 | Ascent Group, LLC | $6.5M | 72,794 | Added |
| 25 | STIFEL FINANCIAL CORP | $5.8M | 65,402 | Added |