| 1 | ENVESTNET ASSET MANAGEMENT INC | $138.2M | 1.8M | Added |
| 2 | FMR LLC | $127.6M | 1.6M | Trimmed |
| 3 | High Probability Advisors, LLC | $34.6M | 443,665 | Added |
| 4 | Dynamic Advisor Solutions LLC | $25.9M | 331,727 | Added |
| 5 | Cetera Investment Advisers | $25.8M | 330,809 | Added |
| 6 | LPL Financial LLC | $23.9M | 307,043 | Added |
| 7 | Royal Bank of Canada | $23.9M | 306,081 | Added |
| 8 | MAI Capital Management | $23.0M | 294,572 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $22.6M | 290,288 | Added |
| 10 | OSAIC HOLDINGS, INC. | $19.8M | 254,515 | Added |
| 11 | JPMORGAN CHASE & CO | $17.3M | 222,606 | Added |
| 12 | Merit Financial Group, LLC | $16.5M | 211,220 | Trimmed |
| 13 | BEACON ADVISORS HOLDINGS, LLC | $14.3M | 183,209 | Trimmed |
| 14 | BANK OF AMERICA CORP /DE/ | $14.0M | 179,343 | Added |
| 15 | Kestra Advisory Services, LLC | $11.3M | 145,218 | Trimmed |
| 16 | JONES FINANCIAL COMPANIES LLLP | $10.6M | 136,513 | Added |
| 17 | MORGAN STANLEY | $10.2M | 131,305 | Trimmed |
| 18 | Avidian Wealth Enterprises, LLC | $10.1M | 129,437 | Added |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | $10.0M | 128,094 | Added |
| 20 | Custos Family Office, LLC | $9.6M | 123,100 | Added |
| 21 | CONDOR CAPITAL MANAGEMENT | $9.3M | 118,961 | Added |
| 22 | Creative Planning | $8.3M | 106,907 | Added |
| 23 | SAX WEALTH ADVISORS, LLC | $7.7M | 110,577 | Trimmed |
| 24 | Goodwin Investment Advisory | $7.0M | 89,747 | Added |
| 25 | Thrivent Financial for Lutherans | $6.0M | 76,964 | Added |