| 1 | LPL Financial LLC | $120.5M | 1.3M | Added |
| 2 | MORGAN STANLEY | $98.1M | 1.1M | Trimmed |
| 3 | AMERIPRISE FINANCIAL INC | $93.5M | 1.0M | Trimmed |
| 4 | Intelligence Driven Advisers, LLC | $57.2M | 612,979 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $40.2M | 431,315 | Added |
| 6 | CX Institutional | $30.0M | 321,415 | Added |
| 7 | GREAT VALLEY ADVISOR GROUP, INC. | $27.0M | 289,229 | Added |
| 8 | SimpliFi, Inc. | $22.8M | 244,333 | Added |
| 9 | Private Advisor Group, LLC | $19.7M | 211,692 | Trimmed |
| 10 | BANK OF AMERICA CORP /DE/ | $19.2M | 206,196 | Added |
| 11 | Independent Advisor Alliance | $14.6M | 156,114 | New |
| 12 | KWB Wealth | $14.6M | 160,530 | Hold |
| 13 | Aptus Capital Advisors, LLC | $13.8M | 148,153 | Added |
| 14 | Financial Guidance Group, Inc. | $13.8M | 148,153 | Added |
| 15 | ARRIEN INVESTMENTS, INC. | $13.5M | 144,959 | Trimmed |
| 16 | Equitable Holdings, Inc. | $13.4M | 148,095 | Added |
| 17 | Financial Enhancement Group LLC | $13.3M | 135,783 | Trimmed |
| 18 | FIRST HAWAIIAN BANK | $12.9M | 137,956 | Trimmed |
| 19 | ARQ WEALTH ADVISORS, LLC | $12.8M | 137,271 | Added |
| 20 | Dynamic Advisor Solutions LLC | $12.0M | 128,455 | Added |
| 21 | Hobart Private Capital, LLC | $12.0M | 128,356 | Trimmed |
| 22 | Evergreen Private Wealth LLC | $10.2M | 109,087 | Trimmed |
| 23 | Brio Consultants, LLC | $9.3M | 96,328 | Trimmed |
| 24 | CAPTRUST FINANCIAL ADVISORS | $9.1M | 97,585 | Trimmed |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 92,633 | Trimmed |