| 1 | BlackRock, Inc. | $143.4M | 3.0M | Added |
| 2 | LPL Financial LLC | $59.6M | 1.3M | Trimmed |
| 3 | MORGAN STANLEY | $33.9M | 714,713 | Trimmed |
| 4 | Foundations Investment Advisors, LLC | $26.5M | 559,991 | Added |
| 5 | Royal Bank of Canada | $15.9M | 336,701 | Added |
| 6 | Weitzel Financial Services, Inc. | $14.8M | 313,078 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $13.9M | 293,205 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $13.6M | 287,469 | Trimmed |
| 9 | AJ Advisors, LLC | $13.0M | 274,866 | Added |
| 10 | AMERIPRISE FINANCIAL INC | $12.4M | 262,366 | Trimmed |
| 11 | KAVAR CAPITAL PARTNERS GROUP, LLC | $12.3M | 259,957 | New |
| 12 | Cetera Investment Advisers | $10.2M | 215,782 | Trimmed |
| 13 | Weaver Consulting Group | $8.4M | 176,410 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $7.4M | 155,810 | Added |
| 15 | OSAIC HOLDINGS, INC. | $7.2M | 151,012 | Added |
| 16 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $7.1M | 149,658 | Added |
| 17 | Investment Advisory Group, LLC | $7.1M | 149,318 | Added |
| 18 | GTS SECURITIES LLC | $6.7M | 140,704 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $5.9M | 125,066 | Added |
| 20 | Focus Financial Network, Inc. | $5.5M | 115,867 | Added |
| 21 | Royal Fund Management, LLC | $5.2M | 110,496 | Trimmed |
| 22 | RAYMOND JAMES FINANCIAL INC | $4.8M | 102,147 | Trimmed |
| 23 | Western Wealth Management, LLC | $4.5M | 95,271 | Added |
| 24 | TRUIST FINANCIAL CORP | $4.2M | 89,285 | Trimmed |
| 25 | Waverly Advisors, LLC | $4.0M | 84,825 | Added |