| 1 | MORGAN STANLEY | $166.8M | 1.8M | Trimmed |
| 2 | LPL Financial LLC | $98.9M | 1.1M | Added |
| 3 | UBS Group AG | $89.4M | 968,433 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $37.1M | 401,419 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $36.1M | 391,307 | Added |
| 6 | Cetera Investment Advisers | $31.9M | 345,175 | Added |
| 7 | Royal Bank of Canada | $27.6M | 298,949 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $27.3M | 295,102 | Added |
| 9 | Integrated Wealth Concepts LLC | $18.3M | 198,478 | Added |
| 10 | WELLS FARGO & COMPANY/MN | $18.2M | 197,337 | Added |
| 11 | Kingsview Wealth Management, LLC | $16.3M | 176,755 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $13.5M | 146,260 | Trimmed |
| 13 | Private Advisor Group, LLC | $13.3M | 144,185 | Trimmed |
| 14 | Holistic Financial Partners | $13.0M | 140,644 | Added |
| 15 | ASSETMARK, INC | $12.8M | 138,721 | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $11.9M | 129,241 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $10.8M | 116,811 | Trimmed |
| 18 | BENJAMIN EDWARDS INC | $9.7M | 104,778 | Added |
| 19 | GOLDMAN SACHS GROUP INC | $9.5M | 102,371 | Added |
| 20 | Kaydan Wealth Management, Inc. | $8.2M | 88,824 | Trimmed |
| 21 | IHT Wealth Management, LLC | $7.4M | 80,410 | Trimmed |
| 22 | HARBOUR INVESTMENTS, INC. | $7.0M | 76,014 | Trimmed |
| 23 | Baird Financial Group, Inc. | $7.0M | 75,857 | Added |
| 24 | Janney Montgomery Scott LLC | $6.7M | 72,129 | Added |
| 25 | TRUIST FINANCIAL CORP | $6.5M | 70,422 | Trimmed |