| 1 | ENVESTNET ASSET MANAGEMENT INC | $98.2M | 272,584 | Added |
| 2 | Marks Wealth, LLC | $29.8M | 82,704 | New |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $28.5M | 78,957 | Added |
| 4 | Harfst & Associates, Inc. | $26.4M | 73,175 | Added |
| 5 | M&T Bank Corp | $21.2M | 58,706 | Trimmed |
| 6 | Cadent Capital Advisors, LLC | $18.5M | 51,263 | Added |
| 7 | Capital Advantage, Inc. | $18.4M | 50,964 | Trimmed |
| 8 | MinichMacGregor Wealth Management, LLC | $15.9M | 44,067 | Trimmed |
| 9 | Clear Creek Financial Management, LLC | $14.3M | 39,804 | Added |
| 10 | J.W. COLE ADVISORS, INC. | $13.8M | 38,155 | Added |
| 11 | Trinity Legacy Partners, LLC | $13.1M | 37,658 | Trimmed |
| 12 | TRUIST FINANCIAL CORP | $12.8M | 35,593 | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $12.4M | 34,490 | Added |
| 14 | MassMutual Private Wealth & Trust, FSB | $11.5M | 31,941 | Trimmed |
| 15 | Polianta Ltd | $10.6M | 29,500 | New |
| 16 | J. Safra Sarasin Holding AG | $10.4M | 33,235 | Hold |
| 17 | SIMON QUICK ADVISORS, LLC | $9.9M | 27,563 | Trimmed |
| 18 | FOUNDERS GROVE WEALTH PARTNERS, LLC | $8.3M | 23,146 | Trimmed |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.3M | 31,532 | Added |
| 20 | Kestra Advisory Services, LLC | $6.7M | 18,622 | Added |
| 21 | FINANCIAL ADVISORY PARTNERS, LLC | $6.6M | 18,312 | Added |
| 22 | Sharper & Granite LLC | $6.4M | 17,712 | Trimmed |
| 23 | TD Waterhouse Canada Inc. | $6.2M | 17,378 | Added |
| 24 | Maltin Wealth Management, Inc. | $6.0M | 16,654 | Trimmed |
| 25 | Mosley Wealth Management | $5.9M | 16,434 | Added |