| 1 | ENVESTNET ASSET MANAGEMENT INC | $338.1M | 4.2M | Trimmed |
| 2 | Envestnet Portfolio Solutions, Inc. | $64.4M | 803,987 | Trimmed |
| 3 | PARK AVENUE SECURITIES LLC | $33.6M | 419,357 | Trimmed |
| 4 | ASSETMARK, INC | $9.0M | 112,781 | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $8.7M | 108,256 | Added |
| 6 | GeoWealth Management, LLC | $6.5M | 80,709 | Added |
| 7 | Archer Investment Management, LLC | $5.9M | 73,549 | Trimmed |
| 8 | Horst & Graben Wealth Management LLC | $4.7M | 58,722 | Trimmed |
| 9 | Merit Financial Group, LLC | $4.5M | 55,958 | Added |
| 10 | Sharkey, Howes & Javer | $4.5M | 55,810 | Trimmed |
| 11 | SigFig Wealth Management, LLC | $3.6M | 45,034 | Trimmed |
| 12 | MGO ONE SEVEN LLC | $3.4M | 42,703 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 41,482 | Added |
| 14 | Farther Finance Advisors, LLC | $2.6M | 32,407 | Added |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 31,598 | New |
| 16 | Concurrent Investment Advisors, LLC | $2.4M | 29,806 | Added |
| 17 | MA Private Wealth | $2.3M | 28,310 | Trimmed |
| 18 | RFG Advisory, LLC | $1.8M | 22,932 | Trimmed |
| 19 | SAGESPRING WEALTH PARTNERS, LLC | $1.8M | 22,907 | Trimmed |
| 20 | Skyline Advisors, Inc. | $1.7M | 21,141 | Added |
| 21 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.6M | 19,984 | Added |
| 22 | Savvy Advisors, Inc. | $1.4M | 17,628 | Added |
| 23 | ONE WEALTH CAPITAL MANAGEMENT, LLC | $1.4M | 16,886 | Added |
| 24 | ZENITH SOLUTIONS, INC. | $1.3M | 16,521 | New |
| 25 | RCS Financial Planning, LLC | $1.3M | 15,806 | Trimmed |