| 1 | ALLIANCEBERNSTEIN L.P. | $133.0M | 3.1M | Trimmed |
| 2 | Penserra Capital Management LLC | $73.3M | 1.6M | Added |
| 3 | OSAIC HOLDINGS, INC. | $42.4M | 928,265 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $23.4M | 511,719 | Trimmed |
| 5 | Focus Partners Wealth | $22.7M | 498,072 | Trimmed |
| 6 | Cresset Asset Management, LLC | $20.1M | 439,838 | Trimmed |
| 7 | BLAIR WILLIAM & CO/IL | $17.2M | 377,754 | Trimmed |
| 8 | Kestra Advisory Services, LLC | $16.3M | 356,698 | Trimmed |
| 9 | HighTower Advisors, LLC | $15.3M | 336,281 | Trimmed |
| 10 | Cetera Investment Advisers | $13.0M | 285,739 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $12.9M | 282,430 | Trimmed |
| 12 | Creative Planning | $12.1M | 264,560 | Trimmed |
| 13 | LPL Financial LLC | $11.6M | 254,548 | Added |
| 14 | SageView Advisory Group, LLC | $10.7M | 233,712 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $9.8M | 215,694 | Trimmed |
| 16 | Ascent Wealth Partners, LLC | $9.6M | 210,214 | Trimmed |
| 17 | Concurrent Investment Advisors, LLC | $9.4M | 206,911 | Added |
| 18 | Beacon Pointe Advisors, LLC | $8.8M | 191,998 | Added |
| 19 | TRUIST FINANCIAL CORP | $8.2M | 180,690 | Trimmed |
| 20 | Rothschild Wealth LLC | $7.8M | 170,627 | Trimmed |
| 21 | Miracle Mile Advisors, LLC | $7.3M | 159,083 | Trimmed |
| 22 | CoreCap Advisors, LLC | $6.8M | 148,465 | Trimmed |
| 23 | Cerity Partners LLC | $6.4M | 139,971 | Trimmed |
| 24 | Brookstone Capital Management | $6.3M | 138,876 | Trimmed |
| 25 | GILL CAPITAL PARTNERS, LLC | $6.0M | 131,965 | Trimmed |