| 1 | MORGAN STANLEY | $65.2M | 698,692 | Added |
| 2 | ASSETMARK, INC | $57.2M | 613,506 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $54.4M | 583,751 | Added |
| 4 | CWM, LLC | $37.6M | 402,979 | Added |
| 5 | LPL Financial LLC | $34.1M | 365,969 | Added |
| 6 | OneDigital Investment Advisors LLC | $33.1M | 354,526 | Added |
| 7 | PNC Financial Services Group, Inc. | $32.3M | 346,626 | Added |
| 8 | Mid-American Wealth Advisory Group, Inc. | $31.4M | 331,479 | Hold |
| 9 | Cetera Investment Advisers | $26.4M | 282,670 | Added |
| 10 | TD PRIVATE CLIENT WEALTH LLC | $21.2M | 227,398 | Added |
| 11 | Royal Bank of Canada | $19.1M | 205,077 | Added |
| 12 | RMR Wealth Builders | $19.1M | 204,908 | Added |
| 13 | BANK OF AMERICA CORP /DE/ | $18.8M | 201,881 | Added |
| 14 | Bleakley Financial Group, LLC | $18.2M | 194,862 | Added |
| 15 | CONDOR CAPITAL MANAGEMENT | $16.1M | 172,785 | Added |
| 16 | CreativeOne Wealth, LLC | $15.6M | 167,248 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $15.5M | 166,462 | Added |
| 18 | Capital Management Associates, Inc | $15.1M | 162,054 | Added |
| 19 | WELLS FARGO & COMPANY/MN | $13.9M | 149,061 | Trimmed |
| 20 | RAYMOND JAMES FINANCIAL INC | $13.3M | 142,353 | Added |
| 21 | UBS Group AG | $13.2M | 141,617 | Trimmed |
| 22 | OSAIC HOLDINGS, INC. | $12.0M | 128,507 | Trimmed |
| 23 | Beacon Pointe Advisors, LLC | $10.3M | 110,361 | Added |
| 24 | Allianz Asset Management GmbH | $9.1M | 97,780 | Added |
| 25 | Cambridge Investment Research Advisors, Inc. | $8.8M | 94,190 | Added |