| 1 | ALLIANCEBERNSTEIN L.P. | $212.4M | 5.2M | Trimmed |
| 2 | Penserra Capital Management LLC | $74.3M | 1.7M | Added |
| 3 | Berkshire Money Management, Inc. | $27.0M | 608,729 | Added |
| 4 | OSAIC HOLDINGS, INC. | $26.5M | 598,159 | Added |
| 5 | Brookstone Capital Management | $22.3M | 503,746 | Trimmed |
| 6 | Focus Partners Wealth | $17.9M | 404,195 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $16.8M | 379,841 | Trimmed |
| 8 | LPL Financial LLC | $16.7M | 376,834 | Added |
| 9 | Kestra Advisory Services, LLC | $15.5M | 350,340 | Trimmed |
| 10 | Foundations Investment Advisors, LLC | $14.0M | 314,558 | Trimmed |
| 11 | Cetera Investment Advisers | $13.2M | 298,072 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $11.7M | 264,300 | Trimmed |
| 13 | HighTower Advisors, LLC | $11.6M | 262,014 | Hold |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $11.3M | 255,479 | Trimmed |
| 15 | Beacon Pointe Advisors, LLC | $11.2M | 253,353 | Trimmed |
| 16 | Lido Advisors, LLC | $8.1M | 182,919 | Trimmed |
| 17 | Bellwether Advisors, LLC | $6.0M | 134,829 | Hold |
| 18 | Three Seasons Wealth, LLC | $5.6M | 126,302 | Trimmed |
| 19 | TRUIST FINANCIAL CORP | $5.4M | 120,666 | Trimmed |
| 20 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $5.2M | 117,120 | Trimmed |
| 21 | NewEdge Advisors, LLC | $5.2M | 116,320 | Trimmed |
| 22 | CoreCap Advisors, LLC | $5.2M | 116,283 | Trimmed |
| 23 | MML INVESTORS SERVICES, LLC | $4.5M | 100,754 | Trimmed |
| 24 | CRA Financial Services, LLC | $4.4M | 98,264 | Trimmed |
| 25 | GILL CAPITAL PARTNERS, LLC | $4.3M | 97,460 | Trimmed |