| 1 | ALLIANCEBERNSTEIN L.P. | $657.2M | 13.0M | Trimmed |
| 2 | LPL Financial LLC | $153.3M | 3.0M | Trimmed |
| 3 | BOS Asset Management, LLC | $47.5M | 943,059 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $46.6M | 925,699 | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $45.6M | 906,812 | Added |
| 6 | Kensington Asset Management, LLC | $43.8M | 869,794 | Added |
| 7 | IHT Wealth Management, LLC | $37.8M | 751,307 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $18.9M | 374,925 | Added |
| 9 | D.A. DAVIDSON & CO. | $14.0M | 277,632 | Trimmed |
| 10 | Global Retirement Partners, LLC | $13.7M | 271,547 | Added |
| 11 | TRUIST FINANCIAL CORP | $12.9M | 256,100 | Added |
| 12 | Private Advisor Group, LLC | $10.2M | 203,416 | Trimmed |
| 13 | STIFEL FINANCIAL CORP | $10.0M | 198,666 | Added |
| 14 | Kingsview Wealth Management, LLC | $9.0M | 178,264 | Added |
| 15 | Ausdal Financial Partners, Inc. | $8.4M | 167,519 | Added |
| 16 | OSAIC HOLDINGS, INC. | $7.8M | 155,835 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $7.8M | 155,773 | Trimmed |
| 18 | Cambridge Investment Research Advisors, Inc. | $7.3M | 144,474 | Added |
| 19 | HighPoint Advisor Group LLC | $6.7M | 133,419 | Trimmed |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $6.3M | 125,809 | Trimmed |
| 21 | Creative Planning | $5.4M | 107,777 | New |
| 22 | PMG Wealth Management, Inc. | $4.9M | 98,583 | Added |
| 23 | &PARTNERS | $4.1M | 81,864 | Added |
| 24 | WEDBUSH SECURITIES INC | $4.1M | 81,728 | Trimmed |
| 25 | GOLDMAN SACHS GROUP INC | $3.8M | 74,680 | New |