| 1 | ALLIANCEBERNSTEIN L.P. | $4.29B | 151.1M | Added |
| 2 | LPL Financial LLC | $178.6M | 3.8M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $63.1M | 1.8M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $52.5M | 1.1M | Added |
| 5 | BOS Asset Management, LLC | $48.1M | 953,584 | Added |
| 6 | Kensington Asset Management, LLC | $36.3M | 719,794 | Added |
| 7 | IHT Wealth Management, LLC | $34.3M | 679,751 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $22.2M | 649,185 | Added |
| 9 | MORGAN STANLEY | $19.3M | 773,991 | Added |
| 10 | Private Advisor Group, LLC | $15.7M | 310,368 | Added |
| 11 | JPMORGAN CHASE & CO | $14.8M | 592,602 | New |
| 12 | D.A. DAVIDSON & CO. | $14.1M | 278,824 | Added |
| 13 | TRUIST FINANCIAL CORP | $12.8M | 252,961 | Added |
| 14 | DDFG, Inc | $11.1M | 446,341 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $10.5M | 248,793 | Trimmed |
| 16 | OSAIC HOLDINGS, INC. | $10.1M | 225,325 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $9.6M | 213,716 | Added |
| 18 | STIFEL FINANCIAL CORP | $9.3M | 189,337 | Trimmed |
| 19 | Kingsview Wealth Management, LLC | $8.5M | 167,620 | Trimmed |
| 20 | Ausdal Financial Partners, Inc. | $7.8M | 155,454 | Added |
| 21 | Mariner, LLC | $7.8M | 154,169 | Trimmed |
| 22 | HighPoint Advisor Group LLC | $6.9M | 136,282 | Added |
| 23 | Arrow Financial Corp | $6.4M | 256,734 | Added |
| 24 | WEDBUSH SECURITIES INC | $6.2M | 123,734 | Added |
| 25 | Golden State Wealth Management, LLC | $5.5M | 219,729 | Trimmed |