| 1 | ALLIANCEBERNSTEIN L.P. | $645.5M | 25.6M | Added |
| 2 | LPL Financial LLC | $97.3M | 3.9M | Added |
| 3 | MORGAN STANLEY | $78.9M | 3.1M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $35.1M | 1.4M | Added |
| 5 | JPMORGAN CHASE & CO | $31.3M | 1.2M | Added |
| 6 | Royal Bank of Canada | $21.4M | 847,767 | Added |
| 7 | Sanctuary Advisors, LLC | $16.3M | 646,462 | Added |
| 8 | OSAIC HOLDINGS, INC. | $16.2M | 641,682 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $15.2M | 601,752 | Added |
| 10 | UBS Group AG | $12.4M | 492,980 | Added |
| 11 | SAGESPRING WEALTH PARTNERS, LLC | $11.0M | 436,590 | Added |
| 12 | Strid Group, LLC | $9.9M | 390,620 | Added |
| 13 | Quotient Wealth Partners, LLC | $8.7M | 343,887 | Added |
| 14 | HighTower Advisors, LLC | $7.9M | 312,151 | Added |
| 15 | Aptus Capital Advisors, LLC | $7.0M | 277,115 | Trimmed |
| 16 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.9M | 273,525 | Added |
| 17 | RAYMOND JAMES FINANCIAL INC | $6.7M | 266,019 | Added |
| 18 | AMERIPRISE FINANCIAL INC | $6.0M | 238,583 | New |
| 19 | SevenBridge Financial Group, LLC | $5.7M | 227,262 | Trimmed |
| 20 | Perigon Wealth Management, LLC | $5.3M | 209,540 | Added |
| 21 | Integrated Wealth Concepts LLC | $5.2M | 207,234 | Trimmed |
| 22 | Private Advisor Group, LLC | $5.2M | 206,620 | Added |
| 23 | JANE STREET GROUP, LLC | $5.1M | 200,998 | Trimmed |
| 24 | ADAPT WEALTH ADVISORS, LLC | $4.8M | 191,528 | Trimmed |
| 25 | Ausdal Financial Partners, Inc. | $4.8M | 191,159 | Added |