| 1 | LPL Financial LLC | $292.5M | 7.1M | Trimmed |
| 2 | GOLDMAN SACHS GROUP INC | $204.8M | 5.3M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $178.8M | 4.3M | Added |
| 4 | MORGAN STANLEY | $61.3M | 1.5M | Added |
| 5 | PRINCIPAL SECURITIES, INC. | $59.7M | 1.4M | Added |
| 6 | Betterment LLC | $43.6M | 1.1M | Added |
| 7 | Envestnet Portfolio Solutions, Inc. | $42.2M | 1.0M | Added |
| 8 | Cetera Investment Advisers | $37.3M | 903,717 | Added |
| 9 | Keebeck Wealth Management | $20.2M | 488,803 | Added |
| 10 | JANE STREET GROUP, LLC | $17.3M | 419,022 | Added |
| 11 | XML Financial, LLC | $15.4M | 372,878 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $11.8M | 309,629 | Trimmed |
| 13 | Sowell Financial Services LLC | $11.1M | 267,637 | Added |
| 14 | LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | $8.6M | 235,715 | New |
| 15 | Royal Bank of Canada | $8.5M | 233,318 | Added |
| 16 | WELLS FARGO & COMPANY/MN | $7.5M | 208,128 | Added |
| 17 | CITADEL ADVISORS LLC | $7.3M | 176,983 | Added |
| 18 | Beta Wealth Group, Inc. | $7.1M | 139,703 | New |
| 19 | CAPTRUST FINANCIAL ADVISORS | $6.9M | 167,425 | Added |
| 20 | BANK OF AMERICA CORP /DE/ | $5.2M | 110,484 | Added |
| 21 | Corient Private Wealth LLC | $5.0M | 121,644 | Trimmed |
| 22 | Bank of New York Mellon Corp | $4.8M | 116,683 | Added |
| 23 | RAYMOND JAMES FINANCIAL INC | $4.8M | 126,908 | Trimmed |
| 24 | Rockefeller Capital Management L.P. | $4.5M | 123,644 | Trimmed |
| 25 | LifePlan Investment Advisors, Inc. | $4.5M | 108,557 | Added |