| 1 | LPL Financial LLC | $724.1M | 14.3M | Added |
| 2 | MORGAN STANLEY | $454.3M | 8.9M | Added |
| 3 | AMERIPRISE FINANCIAL INC | $265.2M | 5.2M | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $254.7M | 5.0M | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $160.0M | 3.1M | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $129.2M | 2.5M | Trimmed |
| 7 | Royal Bank of Canada | $125.9M | 2.5M | Trimmed |
| 8 | Cetera Investment Advisers | $123.8M | 2.4M | Trimmed |
| 9 | UBS Group AG | $121.3M | 2.4M | Added |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $98.8M | 1.9M | Added |
| 11 | Csenge Advisory Group | $79.8M | 1.6M | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $75.7M | 1.5M | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $72.1M | 1.4M | Added |
| 14 | JONES FINANCIAL COMPANIES LLLP | $71.8M | 1.4M | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $63.4M | 1.2M | Added |
| 16 | STIFEL FINANCIAL CORP | $62.8M | 1.2M | Trimmed |
| 17 | Private Advisor Group, LLC | $62.0M | 1.2M | Added |
| 18 | BNP PARIBAS FINANCIAL MARKETS | $58.4M | 1.1M | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $46.5M | 914,785 | Added |
| 20 | Rockport Wealth LLC | $45.0M | 885,584 | Trimmed |
| 21 | JPMORGAN CHASE & CO | $44.7M | 884,684 | Added |
| 22 | TRUIST FINANCIAL CORP | $38.4M | 755,135 | Added |
| 23 | TRUE Private Wealth Advisors | $37.5M | 738,221 | Trimmed |
| 24 | Kestra Advisory Services, LLC | $35.4M | 696,641 | Added |
| 25 | Janney Montgomery Scott LLC | $33.4M | 657,281 | Added |