| 1 | LPL Financial LLC | $92.6M | 3.0M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $75.2M | 2.4M | Trimmed |
| 3 | GREAT VALLEY ADVISOR GROUP, INC. | $56.2M | 1.8M | Added |
| 4 | Thrivent Financial for Lutherans | $55.3M | 1.8M | Added |
| 5 | Ascension Capital Advisors, Inc. | $40.2M | 1.3M | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $24.9M | 807,990 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $15.6M | 505,238 | Added |
| 8 | Lantz Financial LLC | $13.8M | 447,684 | Added |
| 9 | Rockefeller Capital Management L.P. | $13.7M | 444,266 | Added |
| 10 | FOURPATH CAPITAL MANAGEMENT, LLC | $12.2M | 394,609 | Trimmed |
| 11 | TRUIST FINANCIAL CORP | $10.8M | 349,993 | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $10.7M | 348,570 | Added |
| 13 | Royal Bank of Canada | $9.6M | 312,281 | Trimmed |
| 14 | Integrated Wealth Concepts LLC | $8.9M | 290,327 | Added |
| 15 | Willow Financial LLC | $8.9M | 290,221 | Trimmed |
| 16 | Steward Partners Investment Advisory, LLC | $8.8M | 286,638 | Added |
| 17 | FOCUSED ALPHA, LLC | $6.8M | 222,337 | Added |
| 18 | Private Advisor Group, LLC | $6.7M | 216,263 | Added |
| 19 | Cetera Investment Advisers | $5.5M | 179,067 | Trimmed |
| 20 | WELLS FARGO & COMPANY/MN | $4.4M | 142,497 | New |
| 21 | Equitable Holdings, Inc. | $4.1M | 142,211 | Added |
| 22 | Financial Concepts Unlimited, Inc. | $3.7M | 120,890 | New |
| 23 | Janney Montgomery Scott LLC | $3.7M | 120,383 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 84,568 | Trimmed |
| 25 | First Commonwealth Financial Corp /PA/ | $2.3M | 75,517 | New |