| 1 | GOLDMAN SACHS GROUP INC | $800.0M | 10.6M | Trimmed |
| 2 | LPL Financial LLC | $80.1M | 1.1M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $41.3M | 550,097 | Added |
| 4 | MORGAN STANLEY | $19.9M | 265,455 | Added |
| 5 | PRINCIPAL SECURITIES, INC. | $15.0M | 200,025 | Added |
| 6 | ELEVATION POINT WEALTH PARTNERS, LLC | $14.0M | 186,635 | Added |
| 7 | Vestmark Advisory Solutions, Inc. | $13.9M | 185,006 | Added |
| 8 | Envestnet Portfolio Solutions, Inc. | $10.4M | 137,972 | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $10.0M | 133,348 | Trimmed |
| 10 | Cetera Investment Advisers | $8.3M | 110,566 | Added |
| 11 | Sowell Financial Services LLC | $7.3M | 96,854 | Added |
| 12 | JPMORGAN CHASE & CO | $4.4M | 59,303 | Trimmed |
| 13 | Security Financial Services, INC. | $4.1M | 54,900 | Trimmed |
| 14 | DRIVE WEALTH MANAGEMENT, LLC | $4.1M | 54,769 | Trimmed |
| 15 | Keebeck Wealth Management | $3.5M | 46,780 | Added |
| 16 | NewEdge Advisors, LLC | $2.0M | 26,123 | Added |
| 17 | LifePlan Investment Advisors, Inc. | $1.2M | 15,542 | Added |
| 18 | CoreCap Advisors, LLC | $1.1M | 14,172 | Added |
| 19 | Bank of New York Mellon Corp | $1.0M | 13,511 | Added |
| 20 | JANE STREET GROUP, LLC | $991,247 | 13,192 | Trimmed |
| 21 | OneDigital Investment Advisors LLC | $938,751 | 12,493 | Trimmed |
| 22 | CITADEL ADVISORS LLC | $875,381 | 11,650 | New |
| 23 | Founders Financial Alliance, LLC | $870,346 | 11,583 | New |
| 24 | Integrated Wealth Concepts LLC | $720,788 | 9,593 | Added |
| 25 | Mariner, LLC | $709,772 | 9,446 | Added |