| 1 | ASSETMARK, INC | $16.4M | 313,125 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $15.8M | 301,501 | Trimmed |
| 3 | Cetera Investment Advisers | $12.1M | 232,082 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $10.9M | 209,127 | Trimmed |
| 5 | LPL Financial LLC | $10.5M | 201,791 | Trimmed |
| 6 | Rockefeller Capital Management L.P. | $10.4M | 199,742 | Trimmed |
| 7 | REAP Financial Group, LLC | $7.9M | 151,638 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $6.7M | 127,441 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $6.2M | 118,455 | Added |
| 10 | Keystone Wealth Services, LLC | $5.7M | 109,667 | Added |
| 11 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $5.1M | 98,412 | Added |
| 12 | MML INVESTORS SERVICES, LLC | $4.9M | 93,010 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $4.8M | 92,754 | Added |
| 14 | STEPHENS INC /AR/ | $4.7M | 90,007 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $4.5M | 85,376 | Trimmed |
| 16 | HARBOUR INVESTMENTS, INC. | $4.2M | 80,664 | Trimmed |
| 17 | Faithward Advisors, LLC | $3.3M | 63,504 | Added |
| 18 | Clear Creek Financial Management, LLC | $3.2M | 61,231 | Trimmed |
| 19 | TRUIST FINANCIAL CORP | $2.7M | 51,321 | Trimmed |
| 20 | Integrity Financial Corp /WA | $2.2M | 42,782 | Trimmed |
| 21 | Main Street Financial Solutions, LLC | $2.2M | 42,752 | Trimmed |
| 22 | Royal Bank of Canada | $2.0M | 38,401 | Added |
| 23 | Concurrent Investment Advisors, LLC | $2.0M | 38,310 | Trimmed |
| 24 | Fragasso Financial Advisors Inc | $1.8M | 35,054 | Trimmed |
| 25 | RiverTree Advisors, LLC | $1.8M | 33,951 | Added |