| 1 | MORGAN STANLEY | $129.2M | 1.1M | Trimmed |
| 2 | LPL Financial LLC | $118.6M | 972,370 | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $65.4M | 536,727 | Added |
| 4 | Janney Montgomery Scott LLC | $62.4M | 511,453 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $30.8M | 252,319 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $28.6M | 234,821 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $26.0M | 213,629 | Trimmed |
| 8 | HBK Sorce Advisory LLC | $23.2M | 176,933 | Trimmed |
| 9 | UBS Group AG | $22.5M | 184,334 | Trimmed |
| 10 | Royal Bank of Canada | $19.0M | 155,493 | Trimmed |
| 11 | TRUIST FINANCIAL CORP | $18.4M | 151,235 | Trimmed |
| 12 | SILVER OAK SECURITIES, INCORPORATED | $16.4M | 134,610 | Trimmed |
| 13 | Crusonia Wealth Advisors LLC | $16.1M | 132,254 | Added |
| 14 | BIP Wealth, LLC | $15.5M | 127,052 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $15.0M | 123,184 | Trimmed |
| 16 | Cetera Investment Advisers | $14.4M | 118,123 | Added |
| 17 | Private Advisor Group, LLC | $11.4M | 93,341 | Trimmed |
| 18 | Cambridge Investment Research Advisors, Inc. | $11.2M | 91,910 | Trimmed |
| 19 | US BANCORP \DE\ | $7.6M | 61,938 | Trimmed |
| 20 | GREAT VALLEY ADVISOR GROUP, INC. | $7.5M | 61,636 | Trimmed |
| 21 | Kingsview Wealth Management, LLC | $7.4M | 60,989 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $7.3M | 60,069 | Trimmed |
| 23 | Chicago Partners Investment Group LLC | $7.1M | 54,831 | Trimmed |
| 24 | &PARTNERS | $6.9M | 56,623 | Added |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.8M | 54,982 | Added |