| 1 | ENVESTNET ASSET MANAGEMENT INC | $41.7M | 874,953 | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $16.9M | 353,428 | Trimmed |
| 3 | Cetera Investment Advisers | $16.8M | 353,252 | Trimmed |
| 4 | ASSETMARK, INC | $14.1M | 295,232 | Added |
| 5 | Bleakley Financial Group, LLC | $11.0M | 231,440 | Trimmed |
| 6 | LPL Financial LLC | $8.7M | 183,095 | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $8.7M | 181,778 | Trimmed |
| 8 | Atria Investments, Inc | $7.6M | 159,523 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $7.1M | 148,921 | Trimmed |
| 10 | REAP Financial Group, LLC | $6.9M | 145,024 | Trimmed |
| 11 | Kestra Advisory Services, LLC | $5.1M | 107,151 | Added |
| 12 | MML INVESTORS SERVICES, LLC | $4.8M | 100,548 | Added |
| 13 | CWM, LLC | $4.7M | 99,239 | Trimmed |
| 14 | BAM Wealth Management, LLC | $4.4M | 91,964 | Trimmed |
| 15 | Capital Analysts, LLC | $4.4M | 91,522 | Added |
| 16 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $3.4M | 70,860 | Trimmed |
| 17 | CreativeOne Wealth, LLC | $3.2M | 67,492 | Trimmed |
| 18 | HARBOUR INVESTMENTS, INC. | $3.2M | 66,953 | Added |
| 19 | Royal Bank of Canada | $2.5M | 52,092 | Trimmed |
| 20 | Valtinson Bruner Financial Planning LLC | $2.5M | 51,390 | Trimmed |
| 21 | FWG Investments, LLC. | $2.4M | 51,250 | Added |
| 22 | TRUIST FINANCIAL CORP | $2.3M | 48,630 | Trimmed |
| 23 | Janney Montgomery Scott LLC | $2.3M | 47,413 | Added |
| 24 | SOA Wealth Advisors, LLC. | $2.1M | 44,143 | Trimmed |
| 25 | Cambridge Investment Research Advisors, Inc. | $2.0M | 42,253 | Trimmed |