| 1 | MORGAN STANLEY | $92.9M | 1.9M | Trimmed |
| 2 | LPL Financial LLC | $88.8M | 1.8M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $44.9M | 904,981 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $37.9M | 764,016 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $34.5M | 695,324 | Trimmed |
| 6 | UBS Group AG | $28.4M | 571,796 | Added |
| 7 | EARNED WEALTH ADVISORS, LLC | $18.8M | 379,257 | Added |
| 8 | TRUIST FINANCIAL CORP | $18.5M | 373,182 | Added |
| 9 | TWO SIGMA INVESTMENTS, LP | $17.3M | 349,700 | New |
| 10 | Cetera Investment Advisers | $16.7M | 335,969 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $13.5M | 272,594 | Added |
| 12 | Csenge Advisory Group | $12.5M | 252,320 | Added |
| 13 | Rockport Wealth LLC | $11.3M | 228,438 | Added |
| 14 | STIFEL FINANCIAL CORP | $10.6M | 214,746 | Trimmed |
| 15 | GFS Advisors, LLC | $9.4M | 15,276 | New |
| 16 | OSAIC HOLDINGS, INC. | $8.7M | 176,423 | Trimmed |
| 17 | PGIM Custom Harvest LLC | $8.5M | 171,978 | Trimmed |
| 18 | Delos Wealth Advisors, LLC | $8.1M | 163,441 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $8.0M | 161,741 | Added |
| 20 | Janney Montgomery Scott LLC | $7.8M | 158,068 | Added |
| 21 | Summit Financial, LLC | $7.8M | 156,473 | Trimmed |
| 22 | Cambridge Investment Research Advisors, Inc. | $7.6M | 152,410 | Added |
| 23 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.3M | 147,403 | Added |
| 24 | Virtue Capital Management, LLC | $7.1M | 143,002 | New |
| 25 | Milestones Private Investment Advisors LLC | $6.1M | 122,270 | Added |