| 1 | ASSETMARK, INC | $14.2M | 316,799 | Added |
| 2 | MML INVESTORS SERVICES, LLC | $11.2M | 249,087 | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $10.0M | 222,611 | Trimmed |
| 4 | Cetera Investment Advisers | $9.7M | 215,949 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $8.2M | 183,618 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $7.7M | 170,792 | Trimmed |
| 7 | REAP Financial Group, LLC | $6.9M | 153,311 | Trimmed |
| 8 | LPL Financial LLC | $6.9M | 153,151 | Added |
| 9 | Valtinson Bruner Financial Planning LLC | $6.7M | 149,695 | Trimmed |
| 10 | Rockefeller Capital Management L.P. | $5.7M | 126,804 | Added |
| 11 | OSAIC HOLDINGS, INC. | $4.5M | 100,126 | Trimmed |
| 12 | Tanglewood Legacy Advisors, LLC | $4.4M | 98,086 | Trimmed |
| 13 | Kestra Advisory Services, LLC | $4.2M | 94,370 | Added |
| 14 | OGOREK ANTHONY JOSEPH /NY/ /ADV | $3.4M | 75,858 | Trimmed |
| 15 | TRUIST FINANCIAL CORP | $3.4M | 75,544 | Trimmed |
| 16 | Signal Advisors Wealth, LLC | $3.1M | 69,318 | Trimmed |
| 17 | CWM, LLC | $3.0M | 66,707 | Trimmed |
| 18 | STEPHENS INC /AR/ | $2.9M | 65,202 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $2.4M | 52,852 | Added |
| 20 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $2.2M | 49,730 | Trimmed |
| 21 | SMART Wealth LLC | $1.9M | 41,672 | Added |
| 22 | Keystone Wealth Services, LLC | $1.6M | 36,212 | New |
| 23 | FOUNDERS FINANCIAL SECURITIES LLC | $1.5M | 33,174 | Added |
| 24 | Fragasso Financial Advisors Inc | $1.4M | 31,884 | Trimmed |
| 25 | Janney Montgomery Scott LLC | $1.4M | 31,219 | Trimmed |