| 1 | ENVESTNET ASSET MANAGEMENT INC | $36.0M | 685,300 | New |
| 2 | LPL Financial LLC | $16.6M | 317,198 | Added |
| 3 | Cetera Investment Advisers | $10.1M | 192,512 | New |
| 4 | MORGAN STANLEY | $7.3M | 139,476 | Added |
| 5 | MML INVESTORS SERVICES, LLC | $6.9M | 132,035 | New |
| 6 | JPMORGAN CHASE & CO | $6.9M | 132,478 | New |
| 7 | ASSETMARK, INC | $6.1M | 116,068 | New |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $5.4M | 103,096 | Added |
| 9 | Envestnet Portfolio Solutions, Inc. | $4.8M | 91,348 | New |
| 10 | Patriot Financial Group Insurance Agency, LLC | $4.8M | 91,136 | Added |
| 11 | Vestmark Advisory Solutions, Inc. | $4.3M | 82,733 | New |
| 12 | Kovitz Investment Group Partners, LLC | $3.6M | 68,186 | Added |
| 13 | Kelly Financial Services LLC | $3.6M | 68,060 | New |
| 14 | Obsido Oy | $3.2M | 61,138 | Trimmed |
| 15 | AE Wealth Management LLC | $3.1M | 58,688 | Added |
| 16 | US BANCORP \DE\ | $2.9M | 54,935 | Added |
| 17 | DIVERSIFY WEALTH MANAGEMENT, LLC | $2.6M | 48,369 | New |
| 18 | JB Capital LLC | $1.9M | 35,759 | New |
| 19 | BANK OF AMERICA CORP /DE/ | $1.7M | 33,002 | Trimmed |
| 20 | Triad Wealth Partners, LLC | $1.6M | 31,046 | New |
| 21 | Breakwater Investment Management | $1.5M | 27,896 | Trimmed |
| 22 | PARK AVENUE SECURITIES LLC | $1.4M | 27,061 | New |
| 23 | CreativeOne Wealth, LLC | $1.3M | 24,867 | New |
| 24 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $1.2M | 22,668 | New |
| 25 | TRUIST FINANCIAL CORP | $1.1M | 21,709 | Added |