| 1 | BANK OF AMERICA CORP /DE/ | $211.5M | 6.3M | Trimmed |
| 2 | LPL Financial LLC | $174.8M | 5.2M | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $75.1M | 2.2M | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $68.3M | 2.0M | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $61.4M | 1.8M | Trimmed |
| 6 | JONES FINANCIAL COMPANIES LLLP | $57.2M | 1.7M | Added |
| 7 | MORGAN STANLEY | $49.6M | 1.5M | Trimmed |
| 8 | Cetera Investment Advisers | $36.8M | 1.1M | Added |
| 9 | MML INVESTORS SERVICES, LLC | $36.2M | 1.1M | Trimmed |
| 10 | Cambridge Investment Research Advisors, Inc. | $34.2M | 1.0M | Added |
| 11 | OSAIC HOLDINGS, INC. | $30.5M | 902,911 | Trimmed |
| 12 | TRAPHAGEN INVESTMENT ADVISORS LLC | $30.0M | 889,007 | Trimmed |
| 13 | Kestra Advisory Services, LLC | $21.3M | 631,772 | Trimmed |
| 14 | Royal Bank of Canada | $18.4M | 545,970 | Added |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.1M | 535,297 | Trimmed |
| 16 | Clark Capital Management Group, Inc. | $17.9M | 531,200 | Added |
| 17 | TRUIST FINANCIAL CORP | $17.1M | 506,010 | Trimmed |
| 18 | Aspire Capital Advisors LLC | $16.7M | 496,195 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $16.6M | 490,819 | Trimmed |
| 20 | Heck Capital Advisors, LLC | $16.0M | 473,873 | Trimmed |
| 21 | Foundations Investment Advisors, LLC | $15.8M | 468,257 | Added |
| 22 | HighTower Advisors, LLC | $14.5M | 431,175 | Added |
| 23 | Steward Partners Investment Advisory, LLC | $12.3M | 364,492 | Added |
| 24 | RVW Wealth, LLC | $11.5M | 341,988 | Added |
| 25 | Rockefeller Capital Management L.P. | $10.9M | 321,927 | Trimmed |