| 1 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $64.5M | 1.3M | Added |
| 2 | Strengthening Families & Communities, LLC | $12.8M | 266,378 | New |
| 3 | SCHRODER INVESTMENT MANAGEMENT GROUP | $11.1M | 238,000 | New |
| 4 | Farther Finance Advisors, LLC | $5.8M | 119,984 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $5.2M | 107,864 | Added |
| 6 | Tidal Investments LLC | $5.1M | 106,441 | Added |
| 7 | TWO SIGMA INVESTMENTS, LP | $3.6M | 74,700 | Trimmed |
| 8 | CHILDRESS CAPITAL ADVISORS, LLC | $3.6M | 74,671 | Hold |
| 9 | Advocacy Wealth Management, LLC | $3.6M | 74,646 | New |
| 10 | Botty Investors LLC | $3.4M | 69,666 | Hold |
| 11 | rebel Financial LLC | $3.2M | 67,249 | Added |
| 12 | Cresset Asset Management, LLC | $3.0M | 62,463 | Added |
| 13 | LPL Financial LLC | $3.0M | 61,761 | Added |
| 14 | Focus Partners Wealth | $2.8M | 57,653 | Added |
| 15 | Abacus Wealth Partners, LLC | $2.8M | 57,313 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 55,223 | Added |
| 17 | Royal Bank of Canada | $2.4M | 49,697 | Trimmed |
| 18 | MISSION WEALTH MANAGEMENT, LP | $2.3M | 48,146 | Added |
| 19 | Sequoia Financial Advisors, LLC | $1.9M | 40,357 | Hold |
| 20 | TRUIST FINANCIAL CORP | $1.7M | 35,991 | Added |
| 21 | SageOak Financial, LLC | $1.7M | 34,740 | Trimmed |
| 22 | RFG Advisory, LLC | $1.6M | 32,779 | New |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.3M | 27,733 | Trimmed |
| 24 | Corient Private Wealth LLC | $1.2M | 24,413 | New |
| 25 | Cetera Investment Advisers | $1.2M | 24,156 | Added |