| 1 | NEUBERGER BERMAN GROUP LLC | $186.0M | 6.6M | Trimmed |
| 2 | ASSETMARK, INC | $28.5M | 1.0M | Trimmed |
| 3 | CARY STREET PARTNERS FINANCIAL LLC | $21.3M | 758,975 | Trimmed |
| 4 | LPL Financial LLC | $15.9M | 567,965 | Trimmed |
| 5 | MARQUETTE ASSOCIATES, INC. | $13.0M | 462,368 | Hold |
| 6 | Wealthspire Advisors, LLC | $5.8M | 208,415 | Added |
| 7 | Proficio Capital Partners LLC | $5.8M | 207,525 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $4.9M | 176,163 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $3.7M | 133,036 | Added |
| 10 | Fifth Third Securities, Inc. | $2.8M | 99,622 | Added |
| 11 | UBS Group AG | $2.6M | 93,701 | Added |
| 12 | Steward Partners Investment Advisory, LLC | $2.2M | 77,994 | Added |
| 13 | MARSHALL INVESTMENT MANAGEMENT, LLC | $2.0M | 71,901 | New |
| 14 | MML INVESTORS SERVICES, LLC | $1.6M | 58,493 | Trimmed |
| 15 | Equitable Holdings, Inc. | $1.4M | 51,647 | Added |
| 16 | Janney Montgomery Scott LLC | $1.1M | 37,745 | Trimmed |
| 17 | HB Wealth Management, LLC | $902,110 | 32,202 | Trimmed |
| 18 | OLD MISSION CAPITAL LLC | $893,957 | 31,911 | Added |
| 19 | J.W. COLE ADVISORS, INC. | $831,801 | 29,692 | New |
| 20 | JPMORGAN CHASE & CO | $678,031 | 24,328 | Trimmed |
| 21 | Cerity Partners LLC | $648,571 | 23,150 | Added |
| 22 | Savant Capital, LLC | $463,024 | 16,960 | Added |
| 23 | HARBOUR INVESTMENTS, INC. | $427,523 | 15,261 | Added |
| 24 | GOLDMAN SACHS GROUP INC | $325,244 | 11,610 | New |
| 25 | Fortitude Advisory Group L.L.C. | $319,385 | 11,401 | New |