| 1 | ALLIANCEBERNSTEIN L.P. | $135.6M | 3.2M | Trimmed |
| 2 | Penserra Capital Management LLC | $74.0M | 1.6M | Added |
| 3 | Focus Partners Wealth | $49.7M | 1.1M | Trimmed |
| 4 | BLAIR WILLIAM & CO/IL | $32.6M | 709,499 | Trimmed |
| 5 | OSAIC HOLDINGS, INC. | $32.1M | 700,486 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $28.3M | 616,836 | Trimmed |
| 7 | LPL Financial LLC | $27.9M | 608,245 | Added |
| 8 | HighTower Advisors, LLC | $21.0M | 457,989 | Trimmed |
| 9 | Cetera Investment Advisers | $12.9M | 280,031 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $11.5M | 250,338 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $11.4M | 248,963 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $11.2M | 243,140 | Trimmed |
| 13 | Bellwether Advisors, LLC | $10.8M | 235,490 | Trimmed |
| 14 | Beacon Pointe Advisors, LLC | $9.4M | 204,353 | Trimmed |
| 15 | MBL Wealth, LLC | $7.9M | 171,359 | Added |
| 16 | TRUIST FINANCIAL CORP | $7.2M | 155,922 | Trimmed |
| 17 | Belpointe Asset Management LLC | $6.8M | 147,549 | Trimmed |
| 18 | Caprock Group, LLC | $6.5M | 142,709 | Trimmed |
| 19 | Brookstone Capital Management | $6.4M | 139,796 | Trimmed |
| 20 | Janney Montgomery Scott LLC | $6.2M | 134,093 | Added |
| 21 | CRA Financial Services, LLC | $6.0M | 130,442 | Trimmed |
| 22 | CoreCap Advisors, LLC | $5.7M | 124,245 | Trimmed |
| 23 | MML INVESTORS SERVICES, LLC | $5.4M | 117,857 | Added |
| 24 | GILL CAPITAL PARTNERS, LLC | $5.2M | 112,864 | Trimmed |
| 25 | Global Strategic Investment Solutions, LLC | $5.1M | 111,207 | Trimmed |