| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.99B | 55.0M | Added |
| 2 | LPL Financial LLC | $807.3M | 22.3M | Added |
| 3 | BlackRock, Inc. | $450.2M | 12.4M | Trimmed |
| 4 | JPMORGAN CHASE & CO | $403.7M | 11.5M | Added |
| 5 | MORGAN STANLEY | $246.5M | 6.8M | Added |
| 6 | PARK AVENUE SECURITIES LLC | $179.0M | 4.9M | New |
| 7 | Envestnet Portfolio Solutions, Inc. | $170.5M | 4.7M | Trimmed |
| 8 | MML INVESTORS SERVICES, LLC | $161.5M | 4.5M | Trimmed |
| 9 | Cetera Investment Advisers | $152.0M | 4.2M | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $132.1M | 3.6M | Added |
| 11 | CWM, LLC | $118.3M | 3.3M | Added |
| 12 | AMERIPRISE FINANCIAL INC | $110.3M | 3.0M | Added |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $109.2M | 3.0M | Added |
| 14 | Janney Montgomery Scott LLC | $99.3M | 2.7M | Added |
| 15 | Bank of New York Mellon Corp | $94.4M | 2.6M | Added |
| 16 | SOFI WEALTH, LLC | $83.5M | 2.3M | Added |
| 17 | Sanctuary Advisors, LLC | $76.9M | 2.1M | Added |
| 18 | Merit Financial Group, LLC | $74.8M | 2.1M | Added |
| 19 | JB Capital LLC | $68.5M | 1.9M | Added |
| 20 | Foundations Investment Advisors, LLC | $67.1M | 1.9M | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $55.3M | 1.5M | Added |
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $45.6M | 1.3M | Added |
| 23 | Advocacy Wealth Management, LLC | $44.1M | 1.2M | Added |
| 24 | Arax Advisory Partners | $40.9M | 1.1M | Added |
| 25 | Vestmark Advisory Solutions, Inc. | $40.5M | 1.1M | Added |