| 1 | ALLIANCEBERNSTEIN L.P. | $326.1M | 12.9M | Added |
| 2 | NorthRock Partners, LLC | $99.5M | 3.9M | Added |
| 3 | LPL Financial LLC | $29.4M | 1.1M | Added |
| 4 | LVW Advisors, LLC | $27.0M | 1.1M | Added |
| 5 | FSM Wealth Advisors, LLC | $22.1M | 860,394 | Added |
| 6 | Steward Partners Investment Advisory, LLC | $18.6M | 723,052 | Added |
| 7 | HighTower Advisors, LLC | $14.5M | 565,447 | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $9.3M | 363,190 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $8.6M | 333,965 | Added |
| 10 | TRUIST FINANCIAL CORP | $8.4M | 325,431 | Added |
| 11 | JANE STREET GROUP, LLC | $7.9M | 307,453 | Added |
| 12 | Beacon Pointe Advisors, LLC | $7.7M | 297,986 | Added |
| 13 | Dynasty Wealth Management, LLC | $4.7M | 181,260 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 150,531 | Added |
| 15 | Ausdal Financial Partners, Inc. | $3.4M | 132,843 | Trimmed |
| 16 | Advisory Resource Group | $3.3M | 127,890 | Added |
| 17 | Ameritas Advisory Services, LLC | $2.6M | 100,000 | New |
| 18 | Cresset Asset Management, LLC | $2.5M | 95,719 | Trimmed |
| 19 | Private Advisor Group, LLC | $2.4M | 94,775 | Added |
| 20 | Concurrent Investment Advisors, LLC | $2.2M | 85,095 | Trimmed |
| 21 | Leverty Financial Group, LLC | $1.9M | 75,118 | Added |
| 22 | FIRST AMERICAN TRUST, FSB | $1.7M | 67,964 | Added |
| 23 | Kestra Advisory Services, LLC | $1.6M | 62,638 | Added |
| 24 | SAGESPRING WEALTH PARTNERS, LLC | $1.6M | 62,103 | Added |
| 25 | OSAIC HOLDINGS, INC. | $1.5M | 58,538 | Trimmed |