| 1 | FMR LLC | $269.2M | 2.7M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $144.2M | 1.5M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $26.0M | 263,839 | Added |
| 4 | Kestra Advisory Services, LLC | $22.2M | 224,914 | Added |
| 5 | Cetera Investment Advisers | $21.6M | 218,910 | Added |
| 6 | LPL Financial LLC | $17.3M | 175,534 | Added |
| 7 | Marks Group Wealth Management, Inc | $17.0M | 172,437 | Added |
| 8 | Portfolio Strategies, Inc. | $14.8M | 150,137 | Trimmed |
| 9 | Great Lakes Retirement, Inc. | $13.5M | 137,003 | Trimmed |
| 10 | Elevation Capital Advisory, LLC | $12.6M | 127,358 | New |
| 11 | MORGAN STANLEY | $10.5M | 106,450 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $10.4M | 105,413 | Added |
| 13 | Mosley Wealth Management | $8.6M | 87,063 | Added |
| 14 | First Heartland Consultants, Inc. | $8.3M | 83,981 | Trimmed |
| 15 | JPMORGAN CHASE & CO | $8.2M | 83,654 | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $7.1M | 72,098 | Trimmed |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.8M | 68,792 | Trimmed |
| 18 | GOLDMAN SACHS GROUP INC | $6.2M | 62,971 | Hold |
| 19 | Cerity Partners LLC | $5.4M | 54,666 | Trimmed |
| 20 | ADVISORTRUST PARTNERS, LLC | $5.1M | 51,975 | New |
| 21 | OSAIC HOLDINGS, INC. | $4.9M | 49,900 | Added |
| 22 | TWO SIGMA INVESTMENTS, LP | $4.5M | 45,700 | Added |
| 23 | Strategic Blueprint, LLC | $4.4M | 44,403 | Added |
| 24 | Nova Wealth Management, Inc. | $3.8M | 39,016 | Added |
| 25 | NewEdge Advisors, LLC | $3.2M | 32,285 | Added |