| 1 | ENVESTNET ASSET MANAGEMENT INC | $26.6M | 508,794 | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $18.2M | 347,206 | Trimmed |
| 3 | ASSETMARK, INC | $16.4M | 313,660 | Added |
| 4 | Bleakley Financial Group, LLC | $11.7M | 222,953 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $10.1M | 193,909 | Added |
| 6 | Cetera Investment Advisers | $9.1M | 174,244 | Trimmed |
| 7 | LPL Financial LLC | $7.7M | 147,109 | Trimmed |
| 8 | REAP Financial Group, LLC | $7.6M | 144,724 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 124,789 | Trimmed |
| 10 | MML INVESTORS SERVICES, LLC | $6.2M | 117,793 | Added |
| 11 | Capital Analysts, LLC | $4.8M | 91,023 | Trimmed |
| 12 | Kestra Advisory Services, LLC | $4.3M | 82,954 | Trimmed |
| 13 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $3.7M | 70,830 | Trimmed |
| 14 | HARBOUR INVESTMENTS, INC. | $3.1M | 58,447 | Trimmed |
| 15 | Valtinson Bruner Financial Planning LLC | $2.7M | 50,923 | Trimmed |
| 16 | FWG Investments, LLC. | $2.6M | 49,510 | Trimmed |
| 17 | Janney Montgomery Scott LLC | $2.5M | 47,045 | Trimmed |
| 18 | Royal Bank of Canada | $2.4M | 46,593 | Trimmed |
| 19 | SMART Wealth LLC | $2.4M | 46,405 | Added |
| 20 | SOA Wealth Advisors, LLC. | $2.3M | 44,068 | Trimmed |
| 21 | TRUIST FINANCIAL CORP | $2.3M | 43,268 | Trimmed |
| 22 | FIDUCIARY FINANCIAL ADVISORS | $2.2M | 42,230 | New |
| 23 | Cambridge Investment Research Advisors, Inc. | $2.2M | 41,924 | Trimmed |
| 24 | Ameritas Advisory Services, LLC | $1.9M | 35,531 | Added |
| 25 | FOUNDERS FINANCIAL SECURITIES LLC | $1.7M | 32,702 | Added |