| 1 | ALLIANCEBERNSTEIN L.P. | $571.4M | 22.7M | Added |
| 2 | LPL Financial LLC | $96.0M | 3.8M | Added |
| 3 | MORGAN STANLEY | $68.5M | 2.7M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $27.2M | 1.1M | Added |
| 5 | Sanctuary Advisors, LLC | $15.3M | 607,561 | Added |
| 6 | Royal Bank of Canada | $15.2M | 601,752 | Added |
| 7 | OSAIC HOLDINGS, INC. | $13.8M | 548,655 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $12.6M | 499,860 | Added |
| 9 | UBS Group AG | $10.0M | 398,555 | Trimmed |
| 10 | SAGESPRING WEALTH PARTNERS, LLC | $9.8M | 390,975 | Added |
| 11 | Strid Group, LLC | $9.8M | 388,457 | Added |
| 12 | JPMORGAN CHASE & CO | $8.0M | 317,996 | Trimmed |
| 13 | EVOLVE PRIVATE WEALTH, LLC | $8.0M | 316,192 | New |
| 14 | Aptus Capital Advisors, LLC | $7.1M | 282,060 | Trimmed |
| 15 | SevenBridge Financial Group, LLC | $7.0M | 277,815 | Trimmed |
| 16 | HighTower Advisors, LLC | $6.8M | 269,348 | Added |
| 17 | Quotient Wealth Partners, LLC | $6.0M | 236,419 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $5.5M | 219,911 | Added |
| 19 | Integrated Wealth Concepts LLC | $5.4M | 214,067 | New |
| 20 | JANE STREET GROUP, LLC | $5.2M | 208,188 | Added |
| 21 | ADAPT WEALTH ADVISORS, LLC | $5.2M | 206,338 | Added |
| 22 | IHT Wealth Management, LLC | $4.9M | 193,769 | Added |
| 23 | CWM, LLC | $4.6M | 181,229 | Added |
| 24 | JOURNEY STRATEGIC WEALTH LLC | $4.3M | 169,612 | Added |
| 25 | Ausdal Financial Partners, Inc. | $4.2M | 166,510 | Added |