| 1 | ALLIANCEBERNSTEIN L.P. | $78.3M | 1.7M | Added |
| 2 | Penserra Capital Management LLC | $65.6M | 1.5M | Added |
| 3 | Southland Equity Partners LLC | $30.4M | 681,790 | Trimmed |
| 4 | OSAIC HOLDINGS, INC. | $30.4M | 681,376 | Trimmed |
| 5 | Focus Partners Wealth | $28.9M | 648,208 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $16.3M | 365,511 | Added |
| 7 | Cetera Investment Advisers | $11.6M | 259,671 | Added |
| 8 | LPL Financial LLC | $11.6M | 259,478 | Added |
| 9 | Kestra Advisory Services, LLC | $11.4M | 255,499 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $10.0M | 223,608 | Added |
| 11 | HighTower Advisors, LLC | $7.6M | 169,902 | Added |
| 12 | Brookstone Capital Management | $6.4M | 143,551 | Added |
| 13 | CoreCap Advisors, LLC | $6.3M | 141,487 | Added |
| 14 | Bellwether Advisors, LLC | $5.8M | 129,828 | Added |
| 15 | Cassady Wealth & Retirement Planning, LLC | $5.8M | 122,807 | Added |
| 16 | TRUIST FINANCIAL CORP | $5.7M | 127,654 | Added |
| 17 | Beacon Pointe Advisors, LLC | $5.7M | 127,205 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $5.5M | 122,946 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $5.3M | 117,855 | Added |
| 20 | Cornerstone Wealth, LLC/TN | $4.3M | 93,238 | New |
| 21 | Cresset Asset Management, LLC | $4.2M | 95,237 | Added |
| 22 | KFG WEALTH MANAGEMENT, LLC | $4.1M | 91,102 | Added |
| 23 | Diligent Investors, LLC | $4.1M | 90,776 | Added |
| 24 | Bright Futures Wealth Management, LLC. | $4.0M | 89,642 | New |
| 25 | WEALTH ALLIANCE, LLC | $3.9M | 87,241 | Added |