| 1 | ENVESTNET ASSET MANAGEMENT INC | $115.5M | 3.4M | Added |
| 2 | LPL Financial LLC | $99.5M | 2.9M | Added |
| 3 | AMERIPRISE FINANCIAL INC | $69.0M | 2.0M | Trimmed |
| 4 | FMR LLC | $61.5M | 1.8M | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $60.6M | 1.8M | Added |
| 6 | Cetera Investment Advisers | $41.5M | 1.2M | Added |
| 7 | WELLS FARGO & COMPANY/MN | $35.8M | 1.1M | Added |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $34.6M | 1.0M | Added |
| 9 | FUKOKU MUTUAL LIFE INSURANCE Co | $24.9M | 737,000 | Added |
| 10 | Avior Wealth Management, LLC | $23.0M | 680,906 | Trimmed |
| 11 | OSAIC HOLDINGS, INC. | $21.3M | 629,891 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $20.7M | 611,347 | Added |
| 13 | JPMORGAN CHASE & CO | $20.6M | 613,047 | Added |
| 14 | Envestnet Portfolio Solutions, Inc. | $19.2M | 568,583 | Added |
| 15 | MORGAN STANLEY | $19.0M | 561,949 | Added |
| 16 | Vestmark Advisory Solutions, Inc. | $17.7M | 524,311 | Hold |
| 17 | ASSETMARK, INC | $14.1M | 417,961 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $11.3M | 332,722 | Added |
| 19 | Patriot Financial Group Insurance Agency, LLC | $10.9M | 321,436 | Trimmed |
| 20 | MML INVESTORS SERVICES, LLC | $10.7M | 317,087 | Added |
| 21 | Granite Bay Wealth Management, LLC | $10.5M | 310,798 | Added |
| 22 | Decker Wealth Management LLC | $10.4M | 306,848 | New |
| 23 | Arax Advisory Partners | $10.3M | 303,602 | Added |
| 24 | DIVERSIFY WEALTH MANAGEMENT, LLC | $8.3M | 247,864 | Added |
| 25 | Diversify Advisory Services, LLC | $8.3M | 247,864 | New |