| 1 | FMR LLC | $70.6M | 2.3M | Added |
| 2 | AMERIPRISE FINANCIAL INC | $63.8M | 2.1M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $57.3M | 1.9M | Added |
| 4 | LPL Financial LLC | $56.5M | 1.8M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $37.4M | 1.2M | Added |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $28.4M | 920,851 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $27.2M | 884,235 | Added |
| 8 | Avior Wealth Management, LLC | $22.0M | 712,602 | New |
| 9 | Cetera Investment Advisers | $19.7M | 639,187 | Added |
| 10 | Patriot Financial Group Insurance Agency, LLC | $18.9M | 612,696 | Added |
| 11 | Vestmark Advisory Solutions, Inc. | $16.2M | 524,311 | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $14.9M | 484,377 | Added |
| 13 | JPMORGAN CHASE & CO | $13.6M | 451,579 | Added |
| 14 | FUKOKU MUTUAL LIFE INSURANCE Co | $11.3M | 366,000 | New |
| 15 | MORGAN STANLEY | $10.5M | 341,822 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $9.5M | 308,314 | Added |
| 17 | Granite Bay Wealth Management, LLC | $9.5M | 307,411 | Trimmed |
| 18 | ASSETMARK, INC | $8.4M | 272,777 | Added |
| 19 | Envestnet Portfolio Solutions, Inc. | $8.4M | 271,831 | Added |
| 20 | U.S. Capital Wealth Advisors, LLC | $8.1M | 262,159 | Added |
| 21 | SOUTHERN CAPITAL SERVICES INC /ADV | $7.1M | 230,649 | Trimmed |
| 22 | Equitable Holdings, Inc. | $5.8M | 182,859 | Added |
| 23 | Cornerstone Wealth Group, LLC | $5.8M | 178,208 | Added |
| 24 | DIVERSIFY WEALTH MANAGEMENT, LLC | $5.6M | 169,903 | Added |
| 25 | MML INVESTORS SERVICES, LLC | $4.8M | 156,243 | Added |