| 1 | ALLIANCEBERNSTEIN L.P. | $140.9M | 3.2M | Trimmed |
| 2 | Penserra Capital Management LLC | $65.3M | 1.5M | Added |
| 3 | Focus Partners Wealth | $47.2M | 1.1M | Trimmed |
| 4 | Brookstone Capital Management | $35.3M | 830,456 | Trimmed |
| 5 | BLAIR WILLIAM & CO/IL | $31.2M | 734,990 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $28.1M | 661,998 | Added |
| 7 | LPL Financial LLC | $25.6M | 603,176 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $25.5M | 598,835 | Trimmed |
| 9 | HighTower Advisors, LLC | $20.0M | 471,508 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $13.4M | 315,262 | Added |
| 11 | Cetera Investment Advisers | $12.6M | 295,846 | Trimmed |
| 12 | Caprock Group, LLC | $11.0M | 259,763 | Hold |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $11.0M | 257,907 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $10.6M | 249,610 | Trimmed |
| 15 | Bellwether Advisors, LLC | $10.2M | 240,852 | Trimmed |
| 16 | Beacon Pointe Advisors, LLC | $9.0M | 211,864 | Added |
| 17 | MBL Wealth, LLC | $7.2M | 168,601 | Added |
| 18 | TRUIST FINANCIAL CORP | $6.6M | 156,041 | Added |
| 19 | Belpointe Asset Management LLC | $6.3M | 148,419 | Trimmed |
| 20 | CRA Financial Services, LLC | $5.6M | 131,792 | Trimmed |
| 21 | Janney Montgomery Scott LLC | $5.5M | 130,409 | Added |
| 22 | Catalina Capital Group, LLC | $5.4M | 126,094 | Added |
| 23 | CoreCap Advisors, LLC | $5.3M | 125,500 | Trimmed |
| 24 | GILL CAPITAL PARTNERS, LLC | $5.0M | 116,719 | Added |
| 25 | Cambridge Investment Research Advisors, Inc. | $4.9M | 116,163 | Trimmed |