| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $458.5M | 4.7M | Added |
| 2 | Catalyst Capital Advisors LLC | $429.8M | 4.5M | Added |
| 3 | Millburn Ridgefield LLC /DE/ | $429.8M | 4.5M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $363.0M | 3.8M | Trimmed |
| 5 | Cambridge Investment Research Advisors, Inc. | $211.0M | 2.2M | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $175.2M | 1.8M | Trimmed |
| 7 | ASSETMARK, INC | $129.9M | 1.3M | Added |
| 8 | JOHNSON INVESTMENT COUNSEL INC | $116.7M | 1.2M | Trimmed |
| 9 | SECURIAN ASSET MANAGEMENT, INC | $80.9M | 837,287 | Hold |
| 10 | Brookstone Capital Management | $79.0M | 818,996 | Trimmed |
| 11 | Private Advisor Group, LLC | $58.0M | 600,897 | Added |
| 12 | Facet Wealth, Inc. | $45.1M | 467,953 | Added |
| 13 | High Probability Advisors, LLC | $40.2M | 417,169 | Added |
| 14 | TRUIST FINANCIAL CORP | $36.2M | 375,016 | Added |
| 15 | Symmetry Partners, LLC | $34.5M | 357,531 | Added |
| 16 | Klingman & Associates, LLC | $34.2M | 354,842 | Trimmed |
| 17 | ARS Wealth Advisors Group, LLC | $34.0M | 352,667 | Trimmed |
| 18 | Lineweaver Wealth Advisors, LLC | $31.9M | 330,997 | Added |
| 19 | Kestra Advisory Services, LLC | $29.6M | 306,368 | Trimmed |
| 20 | KEYBANK NATIONAL ASSOCIATION/OH | $27.5M | 285,277 | Trimmed |
| 21 | PARK AVENUE SECURITIES LLC | $24.7M | 256,280 | Trimmed |
| 22 | Cornerstone Wealth Management, LLC | $24.5M | 253,692 | Trimmed |
| 23 | Cassia Capital Partners, LLC | $22.9M | 237,046 | Trimmed |
| 24 | Well Done, LLC | $22.2M | 230,337 | Added |
| 25 | Lester Murray Antman dba SimplyRich | $21.9M | 226,613 | Added |