| 1 | NEUBERGER BERMAN GROUP LLC | $181.3M | 6.8M | Trimmed |
| 2 | ASSETMARK, INC | $27.7M | 1.0M | Trimmed |
| 3 | CARY STREET PARTNERS FINANCIAL LLC | $20.9M | 782,769 | Added |
| 4 | LPL Financial LLC | $16.1M | 601,378 | Added |
| 5 | MML INVESTORS SERVICES, LLC | $15.2M | 567,214 | Trimmed |
| 6 | MARQUETTE ASSOCIATES, INC. | $12.4M | 462,368 | Hold |
| 7 | Proficio Capital Partners LLC | $5.6M | 208,425 | Added |
| 8 | Wealthspire Advisors, LLC | $5.6M | 207,936 | Trimmed |
| 9 | CWM, LLC | $4.7M | 175,994 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $3.2M | 118,525 | Added |
| 11 | UBS Group AG | $2.4M | 91,437 | Added |
| 12 | Fifth Third Securities, Inc. | $2.4M | 88,237 | Added |
| 13 | OSAIC HOLDINGS, INC. | $2.1M | 77,055 | Added |
| 14 | JPMORGAN CHASE & CO | $1.8M | 68,593 | Added |
| 15 | CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $1.5M | 56,432 | Added |
| 16 | Janney Montgomery Scott LLC | $1.0M | 38,050 | Added |
| 17 | HB Wealth Management, LLC | $935,970 | 34,997 | Trimmed |
| 18 | Equitable Holdings, Inc. | $663,806 | 24,342 | Added |
| 19 | Cerity Partners LLC | $547,061 | 20,455 | New |
| 20 | OLD MISSION CAPITAL LLC | $494,362 | 18,485 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $300,000 | 11,226 | New |
| 22 | STIFEL FINANCIAL CORP | $293,622 | 10,979 | Hold |
| 23 | Steward Partners Investment Advisory, LLC | $284,289 | 10,630 | Hold |
| 24 | Savant Capital, LLC | $254,739 | 9,525 | Added |
| 25 | HARBOUR INVESTMENTS, INC. | $239,920 | 8,971 | New |