| 1 | MORGAN STANLEY | $74.8M | 6.8M | Trimmed |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $29.1M | 2.7M | Added |
| 3 | Estate Planners Group, LLC | $26.9M | 2.5M | Added |
| 4 | LPL Financial LLC | $26.7M | 2.4M | Trimmed |
| 5 | VERUS CAPITAL PARTNERS, LLC | $26.2M | 2.4M | Trimmed |
| 6 | UBS Group AG | $22.6M | 2.1M | Added |
| 7 | Kera Capital Partners, Inc. | $19.5M | 1.8M | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $18.9M | 1.7M | Added |
| 9 | Invesco Ltd. | $17.1M | 1.6M | Added |
| 10 | Cetera Investment Advisers | $17.1M | 1.6M | Added |
| 11 | Royal Bank of Canada | $15.9M | 1.5M | Added |
| 12 | Thomas J. Herzfeld Advisors, Inc. | $14.6M | 1.3M | Added |
| 13 | OSAIC HOLDINGS, INC. | $14.6M | 1.3M | Added |
| 14 | COHEN & STEERS, INC. | $13.7M | 1.3M | Added |
| 15 | Logan Stone Capital, LLC | $13.2M | 1.2M | Trimmed |
| 16 | RAYMOND JAMES FINANCIAL INC | $10.4M | 955,315 | Added |
| 17 | CreativeOne Wealth, LLC | $10.4M | 948,818 | Added |
| 18 | MML INVESTORS SERVICES, LLC | $10.2M | 936,545 | Added |
| 19 | Secure Asset Management, LLC | $6.9M | 631,456 | Added |
| 20 | BANK OF AMERICA CORP /DE/ | $6.9M | 627,834 | Added |
| 21 | Integrated Wealth Concepts LLC | $6.1M | 554,462 | Added |
| 22 | PETRA FINANCIAL ADVISORS INC | $5.2M | 476,910 | Added |
| 23 | TRUIST FINANCIAL CORP | $5.2M | 476,318 | Trimmed |
| 24 | Advisory Solutions Group, LLC | $5.2M | 472,129 | New |
| 25 | Janney Montgomery Scott LLC | $4.6M | 423,639 | Added |