| 1 | MORGAN STANLEY | $95.8M | 603,103 | Trimmed |
| 2 | LPL Financial LLC | $67.3M | 423,848 | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $53.2M | 334,974 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $32.4M | 204,237 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $28.5M | 179,649 | Trimmed |
| 6 | Royal Bank of Canada | $17.9M | 112,977 | Added |
| 7 | Systelligence, LLC | $16.2M | 101,920 | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $14.5M | 91,342 | Trimmed |
| 9 | Cetera Investment Advisers | $13.8M | 86,687 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $13.2M | 83,399 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $10.0M | 62,829 | Added |
| 12 | Cassia Capital Partners, LLC | $9.3M | 58,822 | Added |
| 13 | UBS Group AG | $9.2M | 57,752 | Added |
| 14 | AMERIPRISE FINANCIAL INC | $8.4M | 52,603 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $8.3M | 52,426 | Added |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.6M | 47,808 | Added |
| 17 | Janney Montgomery Scott LLC | $7.5M | 47,107 | Trimmed |
| 18 | Ethos Financial Group, LLC | $7.2M | 45,500 | New |
| 19 | TRUIST FINANCIAL CORP | $6.5M | 40,819 | Added |
| 20 | Proactive Wealth Strategies LLC | $6.5M | 40,613 | Added |
| 21 | OneAscent Financial Services LLC | $5.7M | 35,894 | Trimmed |
| 22 | TWIN PEAKS WEALTH ADVISORS, LLC | $5.6M | 35,067 | Added |
| 23 | HARBOUR INVESTMENTS, INC. | $5.5M | 34,648 | Added |
| 24 | D.A. DAVIDSON & CO. | $4.8M | 30,246 | Added |
| 25 | HighTower Advisors, LLC | $4.0M | 25,124 | Added |