| 1 | ENVESTNET ASSET MANAGEMENT INC | $38.8M | 635,574 | Added |
| 2 | Fiduciary Planning LLC | $30.4M | 497,888 | Trimmed |
| 3 | Rockefeller Capital Management L.P. | $21.0M | 343,704 | Trimmed |
| 4 | Cetera Investment Advisers | $20.7M | 339,853 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $19.9M | 326,250 | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $19.3M | 317,106 | Trimmed |
| 7 | ASSETMARK, INC | $16.4M | 268,827 | Added |
| 8 | REAP Financial Group, LLC | $14.9M | 244,262 | Trimmed |
| 9 | LPL Financial LLC | $11.8M | 194,209 | Added |
| 10 | Kestra Advisory Services, LLC | $8.2M | 134,176 | Trimmed |
| 11 | Atria Investments, Inc | $7.7M | 126,931 | Trimmed |
| 12 | STEPHENS INC /AR/ | $7.7M | 126,842 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $7.4M | 121,668 | Added |
| 14 | Stratos Investment Management, LLC | $7.3M | 119,978 | Trimmed |
| 15 | Onyx Bridge Wealth Group LLC | $6.4M | 105,623 | Trimmed |
| 16 | HARBOUR INVESTMENTS, INC. | $5.4M | 88,198 | Trimmed |
| 17 | Focus Partners Wealth | $4.5M | 73,794 | Added |
| 18 | BAM Wealth Management, LLC | $4.3M | 71,163 | Trimmed |
| 19 | MML INVESTORS SERVICES, LLC | $4.3M | 70,228 | Added |
| 20 | Main Street Financial Solutions, LLC | $4.3M | 69,991 | Hold |
| 21 | Keystone Wealth Services, LLC | $4.0M | 66,104 | Trimmed |
| 22 | CreativeOne Wealth, LLC | $4.0M | 65,737 | Trimmed |
| 23 | Cambridge Investment Research Advisors, Inc. | $3.6M | 59,634 | Trimmed |
| 24 | Mariner, LLC | $2.9M | 47,406 | Trimmed |
| 25 | Apollon Wealth Management, LLC | $2.8M | 46,136 | Trimmed |