| 1 | ENVESTNET ASSET MANAGEMENT INC | $28.2M | 498,530 | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $16.1M | 285,746 | Trimmed |
| 3 | Cetera Investment Advisers | $14.4M | 255,390 | Added |
| 4 | ASSETMARK, INC | $14.0M | 248,333 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $11.5M | 204,051 | Trimmed |
| 6 | CWM, LLC | $10.5M | 185,966 | Trimmed |
| 7 | Keystone Wealth Services, LLC | $10.0M | 177,353 | New |
| 8 | Legacy Capital Wealth Partners, LLC | $8.3M | 147,530 | Added |
| 9 | OSAIC HOLDINGS, INC. | $7.6M | 134,797 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $7.4M | 130,930 | Added |
| 11 | Mariner, LLC | $7.4M | 130,543 | Added |
| 12 | LPL Financial LLC | $7.0M | 124,390 | Trimmed |
| 13 | Rockefeller Capital Management L.P. | $6.5M | 115,598 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $5.4M | 95,422 | Trimmed |
| 15 | Atria Investments, Inc | $5.3M | 94,511 | Added |
| 16 | MML INVESTORS SERVICES, LLC | $3.9M | 69,740 | Trimmed |
| 17 | Avantra Family Wealth, Inc. | $3.9M | 68,317 | Added |
| 18 | Aptus Capital Advisors, LLC | $3.8M | 67,901 | Trimmed |
| 19 | Financial Guidance Group, Inc. | $3.8M | 67,853 | Trimmed |
| 20 | Valtinson Bruner Financial Planning LLC | $3.7M | 65,984 | Trimmed |
| 21 | REAP Financial Group, LLC | $3.6M | 63,596 | Trimmed |
| 22 | Fragasso Financial Advisors Inc | $3.4M | 59,110 | Trimmed |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.0M | 53,172 | Trimmed |
| 24 | Horizon Investments, LLC | $2.9M | 51,058 | Added |
| 25 | Faithward Advisors, LLC | $2.9M | 75,176 | Added |