| 1 | ALLIANCEBERNSTEIN L.P. | $137.3M | 3.2M | Trimmed |
| 2 | Penserra Capital Management LLC | $65.1M | 1.5M | Added |
| 3 | OSAIC HOLDINGS, INC. | $33.8M | 791,757 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $25.0M | 584,905 | Trimmed |
| 5 | Focus Partners Wealth | $21.9M | 513,280 | Trimmed |
| 6 | Cresset Asset Management, LLC | $19.1M | 447,176 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $17.4M | 408,091 | Added |
| 8 | BLAIR WILLIAM & CO/IL | $17.3M | 404,463 | Trimmed |
| 9 | HighTower Advisors, LLC | $17.3M | 404,439 | Added |
| 10 | Cetera Investment Advisers | $13.6M | 318,614 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $13.1M | 307,062 | Trimmed |
| 12 | Creative Planning | $11.5M | 270,134 | New |
| 13 | LPL Financial LLC | $10.8M | 253,724 | Trimmed |
| 14 | Ascent Wealth Partners, LLC | $10.2M | 238,579 | Trimmed |
| 15 | Advisory Alpha, LLC | $9.9M | 230,925 | Added |
| 16 | TRUIST FINANCIAL CORP | $9.8M | 228,563 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $9.4M | 220,358 | Trimmed |
| 18 | Beacon Pointe Advisors, LLC | $8.2M | 191,832 | Trimmed |
| 19 | Rothschild Wealth LLC | $7.5M | 176,212 | Trimmed |
| 20 | Brookstone Capital Management | $7.3M | 170,207 | Trimmed |
| 21 | Miracle Mile Advisors, LLC | $7.0M | 164,790 | Trimmed |
| 22 | Cerity Partners LLC | $7.0M | 163,483 | Trimmed |
| 23 | CoreCap Advisors, LLC | $6.5M | 151,264 | Trimmed |
| 24 | Concurrent Investment Advisors, LLC | $6.3M | 147,105 | Trimmed |
| 25 | Cornerstone Wealth, LLC/TN | $6.3M | 141,024 | New |