| 1 | GOLDMAN SACHS GROUP INC | $225.5M | 3.3M | Trimmed |
| 2 | LPL Financial LLC | $84.3M | 1.2M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $46.9M | 687,304 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $19.7M | 289,072 | Added |
| 5 | PRINCIPAL SECURITIES, INC. | $17.1M | 251,058 | Added |
| 6 | Envestnet Portfolio Solutions, Inc. | $11.9M | 173,918 | Added |
| 7 | Cetera Investment Advisers | $9.6M | 140,197 | Added |
| 8 | Sowell Financial Services LLC | $7.6M | 111,005 | Added |
| 9 | Keebeck Wealth Management | $3.8M | 55,980 | Added |
| 10 | CoreCap Advisors, LLC | $3.1M | 44,745 | Added |
| 11 | ELEVATION POINT WEALTH PARTNERS, LLC | $2.4M | 35,409 | Added |
| 12 | Vestmark Advisory Solutions, Inc. | $2.4M | 35,197 | Added |
| 13 | NewEdge Advisors, LLC | $2.4M | 35,088 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $2.4M | 34,732 | Added |
| 15 | LifePlan Investment Advisors, Inc. | $1.4M | 20,116 | Added |
| 16 | Bank of New York Mellon Corp | $1.2M | 17,177 | Trimmed |
| 17 | BANK OF AMERICA CORP /DE/ | $1.0M | 15,117 | New |
| 18 | Founders Financial Alliance, LLC | $1.0M | 14,964 | Added |
| 19 | Integrated Wealth Concepts LLC | $657,889 | 9,640 | Trimmed |
| 20 | Orion Porfolio Solutions, LLC | $502,934 | 7,369 | Added |
| 21 | Beacon Financial Advisory LLC | $492,223 | 7,212 | Added |
| 22 | Syntegra Private Wealth Group, LLC | $453,385 | 6,643 | Added |
| 23 | PRIVATE TRUST CO NA | $393,052 | 5,759 | Trimmed |
| 24 | Private Advisor Group, LLC | $357,358 | 5,236 | Trimmed |
| 25 | Sanctuary Advisors, LLC | $350,737 | 5,139 | Added |