| 1 | Bank of New York Mellon Corp | $41.5M | 2.2M | Added |
| 2 | CPC Advisors, LLC | $38.4M | 2.0M | Added |
| 3 | LPL Financial LLC | $21.9M | 1.2M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $17.8M | 939,027 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $17.2M | 903,254 | Trimmed |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.6M | 767,052 | Added |
| 7 | JONES FINANCIAL COMPANIES LLLP | $12.6M | 665,539 | Added |
| 8 | Wealthspire Advisors, LLC | $10.3M | 540,656 | New |
| 9 | YARGER WEALTH STRATEGIES, LLC | $9.1M | 477,671 | Added |
| 10 | Cetera Investment Advisers | $5.9M | 310,006 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $5.6M | 292,554 | Added |
| 12 | TRUIST FINANCIAL CORP | $4.8M | 253,015 | Added |
| 13 | Capital Asset Advisory Services LLC | $4.6M | 240,265 | Added |
| 14 | Wealthcare Advisory Partners LLC | $3.9M | 207,424 | Added |
| 15 | OSAIC HOLDINGS, INC. | $3.1M | 161,414 | Trimmed |
| 16 | Royal Bank of Canada | $2.3M | 119,883 | Added |
| 17 | IAG Wealth Partners, LLC | $2.2M | 113,812 | Trimmed |
| 18 | Element Wealth, LLC | $1.8M | 96,763 | Trimmed |
| 19 | Kestra Advisory Services, LLC | $1.8M | 93,683 | Added |
| 20 | Patriot Financial Group Insurance Agency, LLC | $1.2M | 64,372 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $967,550 | 50,924 | Trimmed |
| 22 | Independent Advisor Alliance | $894,670 | 47,088 | New |
| 23 | STIFEL FINANCIAL CORP | $793,117 | 41,743 | Added |
| 24 | NATIXIS ADVISORS, LLC | $751,000 | 39,528 | Added |
| 25 | Stonebridge Financial Group, LLC | $610,204 | 32,116 | Hold |