| 1 | MORGAN STANLEY | $108.2M | 681,271 | Trimmed |
| 2 | LPL Financial LLC | $89.5M | 563,382 | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $71.1M | 447,401 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $68.9M | 433,582 | Added |
| 5 | UBS Group AG | $26.5M | 166,673 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $20.1M | 126,222 | Trimmed |
| 7 | Genesee Capital Advisors, LLC | $18.3M | 115,214 | Trimmed |
| 8 | BANK OF AMERICA CORP /DE/ | $17.5M | 110,093 | Trimmed |
| 9 | TRUIST FINANCIAL CORP | $15.9M | 99,900 | Trimmed |
| 10 | AMERIPRISE FINANCIAL INC | $15.0M | 94,558 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $14.8M | 93,218 | Added |
| 12 | STIFEL FINANCIAL CORP | $13.8M | 86,737 | Trimmed |
| 13 | Cetera Investment Advisers | $12.9M | 81,370 | Trimmed |
| 14 | Vestmark Advisory Solutions, Inc. | $12.4M | 78,113 | Trimmed |
| 15 | Janney Montgomery Scott LLC | $12.4M | 77,905 | Trimmed |
| 16 | MAI Capital Management | $10.6M | 66,420 | Trimmed |
| 17 | RVW Wealth, LLC | $9.8M | 61,631 | Trimmed |
| 18 | Royal Bank of Canada | $9.2M | 58,013 | Trimmed |
| 19 | Choice Wealth Advisors, LLC | $9.1M | 57,375 | Added |
| 20 | OSAIC HOLDINGS, INC. | $8.8M | 55,317 | Trimmed |
| 21 | Creative Planning | $7.6M | 47,792 | Trimmed |
| 22 | Cambridge Investment Research Advisors, Inc. | $7.2M | 45,594 | Added |
| 23 | D.A. DAVIDSON & CO. | $6.3M | 39,964 | Trimmed |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.5M | 34,819 | Trimmed |
| 25 | CAPTRUST FINANCIAL ADVISORS | $5.3M | 33,586 | Trimmed |