| 1 | MORGAN STANLEY | $378.7M | 19.9M | Added |
| 2 | UBS Group AG | $186.1M | 9.8M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $114.3M | 6.0M | Added |
| 4 | Royal Bank of Canada | $102.1M | 5.4M | Added |
| 5 | LPL Financial LLC | $81.4M | 4.3M | Trimmed |
| 6 | SMITH CHAS P & ASSOCIATES PA CPAS | $46.1M | 2.4M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $39.5M | 2.1M | Added |
| 8 | Montis Financial, LLC | $34.5M | 1.8M | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $30.2M | 1.6M | Trimmed |
| 10 | TRUIST FINANCIAL CORP | $27.9M | 1.5M | Added |
| 11 | NewEdge Advisors, LLC | $27.3M | 793,314 | Trimmed |
| 12 | JANE STREET GROUP, LLC | $27.1M | 1.4M | New |
| 13 | FUKOKU MUTUAL LIFE INSURANCE Co | $23.9M | 1.3M | Hold |
| 14 | Legacy Edge Advisors, LLC | $23.1M | 1.2M | Added |
| 15 | Annex Advisory Services, LLC | $19.5M | 1.0M | Added |
| 16 | CITIZENS FINANCIAL GROUP INC/RI | $18.9M | 996,035 | Added |
| 17 | OSAIC HOLDINGS, INC. | $13.4M | 703,169 | Added |
| 18 | Cetera Investment Advisers | $12.8M | 673,855 | Trimmed |
| 19 | Essex LLC | $12.3M | 645,831 | Added |
| 20 | Baird Financial Group, Inc. | $12.0M | 631,986 | Added |
| 21 | INTEGRAL INVESTMENT ADVISORS, INC. | $11.7M | 614,923 | Added |
| 22 | HighTower Advisors, LLC | $9.9M | 523,479 | Added |
| 23 | Merit Financial Group, LLC | $9.4M | 493,707 | Trimmed |
| 24 | Geneos Wealth Management Inc. | $9.3M | 487,681 | Added |
| 25 | ADAMSBROWN WEALTH CONSULTANTS LLC | $8.6M | 455,046 | Added |