| 1 | LPL Financial LLC | $698.4M | 7.5M | Trimmed |
| 2 | MORGAN STANLEY | $512.7M | 5.5M | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $400.2M | 4.3M | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $240.2M | 2.6M | Trimmed |
| 5 | Cetera Investment Advisers | $137.9M | 1.5M | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $135.5M | 1.5M | Trimmed |
| 7 | UBS Group AG | $126.6M | 1.4M | Trimmed |
| 8 | OSAIC HOLDINGS, INC. | $109.1M | 1.2M | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $100.7M | 1.1M | Trimmed |
| 10 | TWO SIGMA INVESTMENTS, LP | $98.3M | 1.1M | New |
| 11 | Royal Bank of Canada | $95.1M | 1.0M | Trimmed |
| 12 | AMERIPRISE FINANCIAL INC | $90.1M | 971,277 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $89.1M | 1.2M | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $83.5M | 931,562 | Trimmed |
| 15 | JONES FINANCIAL COMPANIES LLLP | $75.4M | 824,324 | Added |
| 16 | STIFEL FINANCIAL CORP | $69.0M | 744,297 | Added |
| 17 | TRUIST FINANCIAL CORP | $51.2M | 551,942 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $50.3M | 1.0M | Added |
| 19 | Private Advisor Group, LLC | $49.3M | 531,050 | Trimmed |
| 20 | Concurrent Investment Advisors, LLC | $42.7M | 460,550 | Trimmed |
| 21 | HARBOUR INVESTMENTS, INC. | $40.8M | 440,438 | Added |
| 22 | SILVER OAK SECURITIES, INCORPORATED | $38.3M | 412,728 | Trimmed |
| 23 | American Financial Advisors, LLC | $33.5M | 360,931 | Trimmed |
| 24 | Diversified Enterprises, LLC | $32.5M | 349,982 | Added |
| 25 | PARK NATIONAL CORP /OH/ | $29.9M | 322,143 | Trimmed |