| 1 | ENVESTNET ASSET MANAGEMENT INC | $14.3M | 281,383 | Added |
| 2 | Thrivent Financial for Lutherans | $12.2M | 239,180 | Trimmed |
| 3 | Rockefeller Capital Management L.P. | $11.9M | 232,954 | Added |
| 4 | Team Financial Group, LLC | $10.2M | 200,595 | Added |
| 5 | FOUNDERS FINANCIAL SECURITIES LLC | $5.4M | 105,686 | New |
| 6 | Steward Partners Investment Advisory, LLC | $4.2M | 82,727 | New |
| 7 | RAYMOND JAMES FINANCIAL INC | $4.0M | 79,349 | Added |
| 8 | JONES FINANCIAL COMPANIES LLLP | $3.6M | 70,942 | Added |
| 9 | STEEL GROVE CAPITAL ADVISORS, LLC | $3.2M | 62,026 | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $3.0M | 58,911 | Added |
| 11 | Tidal Investments LLC | $2.8M | 55,780 | Added |
| 12 | SAGESPRING WEALTH PARTNERS, LLC | $2.0M | 38,855 | New |
| 13 | JPMORGAN CHASE & CO | $1.9M | 37,658 | New |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 36,832 | Added |
| 15 | MML INVESTORS SERVICES, LLC | $1.9M | 36,627 | Trimmed |
| 16 | IFP Advisors, Inc | $1.6M | 31,307 | Added |
| 17 | CITADEL ADVISORS LLC | $1.2M | 24,484 | Added |
| 18 | Wealthcare Advisory Partners LLC | $836,061 | 16,403 | Added |
| 19 | Essex Financial Services, Inc. | $763,582 | 14,981 | Trimmed |
| 20 | THOROUGHBRED FINANCIAL SERVICES, LLC | $721,000 | 14,147 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $536,000 | 10,520 | Added |
| 22 | Mariner, LLC | $415,412 | 8,150 | Trimmed |
| 23 | Golden State Equity Partners | $398,126 | 7,811 | New |
| 24 | World Investment Advisors | $306,279 | 6,009 | New |
| 25 | Kingsview Wealth Management, LLC | $304,954 | 5,983 | New |