| 1 | LPL Financial LLC | $366.3M | 3.7M | Added |
| 2 | CWM, LLC | $200.8M | 2.0M | Trimmed |
| 3 | AMERIPRISE FINANCIAL INC | $141.3M | 1.4M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $132.3M | 1.3M | Trimmed |
| 5 | Miller Investment Management, LP | $125.3M | 1.3M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $63.5M | 638,662 | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $60.1M | 604,754 | Trimmed |
| 8 | Bell Bank | $59.5M | 598,332 | Added |
| 9 | Sargent Investment Group, LLC | $54.7M | 550,393 | Trimmed |
| 10 | MORGAN STANLEY | $46.7M | 469,941 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $44.4M | 446,298 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $41.8M | 420,602 | Added |
| 13 | UBS Group AG | $39.5M | 397,444 | Trimmed |
| 14 | Ashton Thomas Private Wealth, LLC | $36.3M | 365,336 | Trimmed |
| 15 | Marshall Financial Group, LLC | $35.9M | 360,770 | New |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $35.2M | 353,817 | Trimmed |
| 17 | One Day In July LLC | $32.6M | 328,210 | Added |
| 18 | Proficio Capital Partners LLC | $28.8M | 288,942 | Added |
| 19 | TRUIST FINANCIAL CORP | $28.3M | 284,577 | Added |
| 20 | Cetera Investment Advisers | $26.7M | 268,069 | Trimmed |
| 21 | Kera Capital Partners, Inc. | $26.4M | 265,419 | Added |
| 22 | MML INVESTORS SERVICES, LLC | $25.8M | 258,991 | Trimmed |
| 23 | SoundView Advisors Inc. | $25.6M | 257,283 | Trimmed |
| 24 | PECAUT & CO. | $25.5M | 256,061 | Trimmed |
| 25 | AQR CAPITAL MANAGEMENT LLC | $25.5M | 256,004 | Trimmed |