| 1 | ENVESTNET ASSET MANAGEMENT INC | $53.9M | 1.0M | Added |
| 2 | LPL Financial LLC | $21.2M | 394,155 | Added |
| 3 | ASSETMARK, INC | $16.4M | 304,427 | Added |
| 4 | Cetera Investment Advisers | $14.6M | 271,585 | Added |
| 5 | Betterment LLC | $12.1M | 224,944 | New |
| 6 | MML INVESTORS SERVICES, LLC | $8.2M | 152,771 | Added |
| 7 | MORGAN STANLEY | $8.0M | 147,734 | Added |
| 8 | JPMORGAN CHASE & CO | $7.4M | 137,404 | Added |
| 9 | Envestnet Portfolio Solutions, Inc. | $6.2M | 114,757 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $5.9M | 110,245 | Added |
| 11 | Vestmark Advisory Solutions, Inc. | $4.5M | 82,733 | Hold |
| 12 | OneDigital Investment Advisors LLC | $4.3M | 80,620 | New |
| 13 | AE Wealth Management LLC | $4.0M | 73,411 | Added |
| 14 | Kovitz Investment Group Partners, LLC | $3.8M | 70,116 | Added |
| 15 | Kelly Financial Services LLC | $3.6M | 67,238 | Trimmed |
| 16 | Obsido Oy | $3.3M | 60,933 | Trimmed |
| 17 | DIVERSIFY WEALTH MANAGEMENT, LLC | $2.9M | 54,223 | Added |
| 18 | Diversify Advisory Services, LLC | $2.9M | 54,223 | New |
| 19 | Patriot Financial Group Insurance Agency, LLC | $2.6M | 48,868 | Trimmed |
| 20 | JANE STREET GROUP, LLC | $2.5M | 47,271 | New |
| 21 | JB Capital LLC | $2.1M | 39,525 | Added |
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.0M | 36,829 | New |
| 23 | BANK OF AMERICA CORP /DE/ | $1.8M | 33,513 | Added |
| 24 | PNC Financial Services Group, Inc. | $1.8M | 32,941 | Added |
| 25 | PARK AVENUE SECURITIES LLC | $1.7M | 32,375 | Added |