| 1 | MORGAN STANLEY | $848.9M | 14.2M | Added |
| 2 | LPL Financial LLC | $531.7M | 8.9M | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $473.9M | 7.9M | Trimmed |
| 4 | UBS Group AG | $183.8M | 3.1M | Added |
| 5 | Royal Bank of Canada | $175.1M | 2.9M | Trimmed |
| 6 | Concurrent Investment Advisors, LLC | $154.9M | 2.6M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $146.9M | 2.5M | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $136.6M | 2.3M | Trimmed |
| 9 | Csenge Advisory Group | $113.3M | 1.9M | Added |
| 10 | Cetera Investment Advisers | $94.3M | 1.6M | Trimmed |
| 11 | STIFEL FINANCIAL CORP | $70.9M | 1.2M | Added |
| 12 | OSAIC HOLDINGS, INC. | $68.7M | 1.1M | Added |
| 13 | BDFS Capital LLC | $66.8M | 1.1M | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $60.7M | 1.0M | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $49.5M | 827,236 | Trimmed |
| 16 | Hansen & Associates Financial Group, Inc. | $47.5M | 794,084 | New |
| 17 | GDS Wealth Management | $42.4M | 709,784 | Trimmed |
| 18 | Gradient Investments LLC | $39.6M | 662,925 | Added |
| 19 | &PARTNERS | $39.6M | 662,279 | Added |
| 20 | Bramshill Investments, LLC | $39.2M | 655,802 | New |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $38.1M | 636,659 | Trimmed |
| 22 | TCP Asset Management, LLC | $34.3M | 573,317 | Added |
| 23 | TRUIST FINANCIAL CORP | $33.3M | 556,462 | Trimmed |
| 24 | Guided Capital Wealth Management, LLC | $33.0M | 551,623 | Added |
| 25 | Steward Partners Investment Advisory, LLC | $30.7M | 513,699 | Added |