| 1 | Fisher Asset Management, LLC | $433.3M | 3.0M | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $119.4M | 826,494 | Added |
| 3 | Pictet Asset Management Holding SA | $100.0M | 711,470 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $36.2M | 250,574 | Trimmed |
| 5 | Banco Santander, S.A. | $30.4M | 210,421 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $30.4M | 210,313 | Added |
| 7 | Mirae Asset Global Investments Co., Ltd. | $26.9M | 186,288 | New |
| 8 | FSA WEALTH PARTNERS, INC. | $26.5M | 183,648 | New |
| 9 | M&T Bank Corp | $17.0M | 117,699 | Trimmed |
| 10 | Rathbones Group PLC | $16.3M | 112,498 | Added |
| 11 | JOHNSON INVESTMENT COUNSEL INC | $16.1M | 111,125 | Trimmed |
| 12 | Summit Wealth Group, LLC | $14.6M | 100,969 | Added |
| 13 | New Insight Wealth Advisors | $12.7M | 88,111 | Trimmed |
| 14 | Rollins Financial Advisors, LLC | $12.6M | 87,215 | Added |
| 15 | VAUGHAN & Co SECURITIES, INC. | $11.9M | 82,393 | Trimmed |
| 16 | Nicholson Meyer Capital Management, Inc. | $10.4M | 72,285 | Trimmed |
| 17 | Shira Ridge Wealth Management | $10.0M | 69,258 | Trimmed |
| 18 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $10.0M | 69,158 | Trimmed |
| 19 | Private Advisor Group, LLC | $9.1M | 63,104 | Trimmed |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.0M | 67,736 | Trimmed |
| 21 | Cardinal Strategic Wealth Guidance | $8.6M | 59,402 | Trimmed |
| 22 | TRUIST FINANCIAL CORP | $7.6M | 52,824 | Trimmed |
| 23 | Flagship Private Wealth, LLC | $6.9M | 47,737 | Trimmed |
| 24 | COURIER CAPITAL LLC | $6.8M | 46,782 | Trimmed |
| 25 | SP Asset Management LLC | $6.4M | 44,314 | Added |