| 1 | ENVESTNET ASSET MANAGEMENT INC | $187.5M | 4.5M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $53.9M | 1.3M | Added |
| 3 | FUKOKU MUTUAL LIFE INSURANCE Co | $51.0M | 1.2M | Hold |
| 4 | GHP Investment Advisors, Inc. | $32.3M | 778,589 | Added |
| 5 | Berkshire Money Management, Inc. | $22.8M | 551,300 | Added |
| 6 | SECURIAN ASSET MANAGEMENT, INC | $21.5M | 500,000 | Hold |
| 7 | TD PRIVATE CLIENT WEALTH LLC | $20.8M | 502,117 | Added |
| 8 | ASSETMARK, INC | $20.4M | 492,388 | Trimmed |
| 9 | AdvisorNet Financial, Inc | $17.5M | 421,282 | Added |
| 10 | Kestra Advisory Services, LLC | $13.9M | 335,922 | Added |
| 11 | TRUIST FINANCIAL CORP | $13.4M | 322,886 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $13.3M | 321,068 | Added |
| 13 | FAS Wealth Partners, Inc. | $12.2M | 294,324 | Added |
| 14 | Linscomb Wealth, Inc. | $11.8M | 285,702 | Trimmed |
| 15 | Johnson & White Wealth Management, LLC | $11.7M | 283,503 | Added |
| 16 | Bangor Savings Bank | $11.7M | 283,010 | Trimmed |
| 17 | Hennion & Walsh Asset Management, Inc. | $11.3M | 272,907 | Trimmed |
| 18 | Capital Advisors Wealth Management, LLC | $10.9M | 264,035 | Added |
| 19 | BASSO CAPITAL MANAGEMENT, L.P. | $10.7M | 259,436 | New |
| 20 | Enclave Advisors LLC | $10.0M | 241,193 | Added |
| 21 | Outlook Wealth Advisors, LLC | $9.9M | 239,217 | Added |
| 22 | URS Advisory LLC | $9.5M | 229,438 | Added |
| 23 | CX Institutional | $8.3M | 201,194 | Added |
| 24 | FORTE ASSET MANAGEMENT LLC | $8.1M | 196,265 | Added |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.0M | 190,313 | Trimmed |