| 1 | ALLIANCEBERNSTEIN L.P. | $223.0M | 5.3M | Trimmed |
| 2 | Penserra Capital Management LLC | $64.0M | 1.6M | Added |
| 3 | Brookstone Capital Management | $50.4M | 1.2M | Trimmed |
| 4 | Berkshire Money Management, Inc. | $24.5M | 598,778 | Added |
| 5 | OSAIC HOLDINGS, INC. | $23.4M | 573,100 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $17.9M | 437,941 | Trimmed |
| 7 | Focus Partners Wealth | $17.0M | 416,480 | Trimmed |
| 8 | LPL Financial LLC | $15.0M | 367,103 | Trimmed |
| 9 | Kestra Advisory Services, LLC | $14.4M | 352,233 | Trimmed |
| 10 | Cetera Investment Advisers | $14.1M | 345,949 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $14.0M | 343,030 | Trimmed |
| 12 | Foundations Investment Advisors, LLC | $13.5M | 329,250 | Trimmed |
| 13 | Beacon Pointe Advisors, LLC | $10.9M | 267,116 | Added |
| 14 | HighTower Advisors, LLC | $10.7M | 262,014 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $10.6M | 259,611 | Added |
| 16 | Lido Advisors, LLC | $7.6M | 184,799 | Trimmed |
| 17 | Sherry Group, Inc. | $6.4M | 155,197 | Added |
| 18 | Bellwether Advisors, LLC | $5.5M | 134,829 | Trimmed |
| 19 | Three Seasons Wealth, LLC | $5.2M | 126,584 | Trimmed |
| 20 | TRUIST FINANCIAL CORP | $4.9M | 120,957 | Added |
| 21 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $4.8M | 118,122 | Trimmed |
| 22 | CoreCap Advisors, LLC | $4.8M | 117,442 | Trimmed |
| 23 | MAI Capital Management | $4.2M | 103,258 | Trimmed |
| 24 | MML INVESTORS SERVICES, LLC | $4.2M | 103,154 | Trimmed |
| 25 | GILL CAPITAL PARTNERS, LLC | $4.2M | 102,834 | Trimmed |