| 1 | MORGAN STANLEY | $43.8M | 2.0M | Added |
| 2 | Bank of New York Mellon Corp | $36.5M | 1.6M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $34.2M | 1.5M | Added |
| 4 | First Pacific Financial | $27.8M | 1.3M | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $20.0M | 901,681 | Trimmed |
| 6 | WCG Wealth Advisors LLC | $16.9M | 761,062 | Added |
| 7 | LPL Financial LLC | $11.0M | 496,737 | Added |
| 8 | CGN Advisors LLC | $9.4M | 423,907 | Added |
| 9 | Miracle Mile Advisors, LLC | $8.9M | 401,307 | Added |
| 10 | Westfuller Advisors, LLC | $7.0M | 317,033 | Added |
| 11 | Focus Partners Wealth | $7.0M | 316,068 | Added |
| 12 | Koss-Olinger Consulting, LLC | $6.3M | 282,422 | Added |
| 13 | Charter Oak Capital Management, LLC | $6.0M | 271,726 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $5.8M | 262,959 | Added |
| 15 | Perigon Wealth Management, LLC | $4.5M | 204,065 | Added |
| 16 | ASSETMARK, INC | $4.4M | 196,158 | Added |
| 17 | Vestmark Advisory Solutions, Inc. | $3.8M | 171,007 | Trimmed |
| 18 | Colorado Capital Management, Inc. | $3.6M | 160,978 | Added |
| 19 | Boston Standard Wealth Management, LLC | $3.0M | 134,150 | Added |
| 20 | Royal Bank of Canada | $3.0M | 133,306 | Added |
| 21 | Evolution Advisers, Inc. | $2.8M | 127,184 | Added |
| 22 | PARK AVENUE SECURITIES LLC | $2.8M | 126,755 | Trimmed |
| 23 | WELLS FARGO & COMPANY/MN | $2.8M | 126,249 | Added |
| 24 | RETIREMENT CAPITAL STRATEGIES | $2.8M | 125,122 | Added |
| 25 | UBS Group AG | $2.7M | 122,743 | Added |