| 1 | MORGAN STANLEY | $46.9M | 1.1M | Added |
| 2 | LPL Financial LLC | $20.5M | 502,047 | Added |
| 3 | Tidemark, LLC | $17.7M | 432,433 | Added |
| 4 | OneDigital Investment Advisors LLC | $12.9M | 315,199 | Trimmed |
| 5 | Stewardship Advisors, LLC | $11.9M | 291,438 | Added |
| 6 | Cetera Investment Advisers | $11.3M | 276,616 | Added |
| 7 | EARNED WEALTH ADVISORS, LLC | $11.2M | 273,756 | Added |
| 8 | Stillwater Private Wealth, LLC | $7.0M | 168,608 | New |
| 9 | Avestar Capital, LLC | $5.4M | 131,519 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 76,053 | Added |
| 11 | WELLS FARGO & COMPANY/MN | $2.9M | 71,809 | Added |
| 12 | KINGSWOOD WEALTH ADVISORS, LLC | $2.1M | 51,188 | Added |
| 13 | Vestmark Advisory Solutions, Inc. | $2.1M | 50,399 | Hold |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 45,561 | Added |
| 15 | Columbus Macro, LLC | $1.7M | 41,669 | Added |
| 16 | RAYMOND JAMES FINANCIAL INC | $1.5M | 37,268 | Trimmed |
| 17 | Ethos Financial Group, LLC | $1.5M | 35,749 | Trimmed |
| 18 | Asset Allocation Strategies LLC | $1.4M | 33,725 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $1.3M | 32,524 | Added |
| 20 | Comprehensive Wealth Management, LLC | $1.3M | 31,506 | Added |
| 21 | ASSETMARK, INC | $1.3M | 30,913 | Added |
| 22 | OSAIC HOLDINGS, INC. | $1.1M | 26,963 | Trimmed |
| 23 | Kestra Advisory Services, LLC | $1.1M | 26,477 | New |
| 24 | STIFEL FINANCIAL CORP | $1.0M | 25,539 | Added |
| 25 | Private Advisor Group, LLC | $1.0M | 25,508 | Added |