| 1 | ALLIANCEBERNSTEIN L.P. | $907.8M | 12.4M | Added |
| 2 | LPL Financial LLC | $66.0M | 788,805 | Trimmed |
| 3 | Northwest Financial Advisors | $54.6M | 652,810 | New |
| 4 | Wagner Wealth Management, LLC | $9.4M | 112,354 | Added |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.4M | 112,297 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $6.9M | 82,532 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $6.1M | 72,727 | Added |
| 8 | Cresset Asset Management, LLC | $2.6M | 31,406 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $2.3M | 28,022 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $2.1M | 25,016 | Added |
| 11 | Quantum Private Wealth, LLC | $1.2M | 14,558 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $820,570 | 9,814 | Added |
| 13 | Private Advisor Group, LLC | $539,292 | 6,450 | Trimmed |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | $486,945 | 5,824 | New |
| 15 | MGO ONE SEVEN LLC | $459,130 | 5,491 | Trimmed |
| 16 | CITADEL ADVISORS LLC | $430,090 | 5,144 | Trimmed |
| 17 | Cetera Investment Advisers | $374,406 | 4,478 | New |
| 18 | PMG Wealth Management, Inc. | $374,155 | 4,475 | Hold |
| 19 | MORGAN STANLEY | $213,038 | 2,548 | Hold |
| 20 | Laraway Financial Advisors Inc | $211,409 | 2,529 | New |
| 21 | Valeo Financial Advisors, LLC | $205,848 | 2,462 | New |
| 22 | Avalon Trust Co | $102,794 | 1,229 | Trimmed |
| 23 | Atlantic Union Bankshares Corp | $91,888 | 1,099 | Hold |
| 24 | Royal Bank of Canada | $72,000 | 864 | Hold |
| 25 | PNC Financial Services Group, Inc. | $63,794 | 763 | Hold |