| 1 | LPL Financial LLC | $270.7M | 5.6M | Trimmed |
| 2 | MORGAN STANLEY | $266.2M | 5.5M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $156.5M | 3.2M | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $111.4M | 2.3M | Added |
| 5 | UBS Group AG | $101.3M | 2.1M | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $65.2M | 1.3M | Added |
| 7 | TRUIST FINANCIAL CORP | $58.5M | 1.2M | Added |
| 8 | Royal Bank of Canada | $57.8M | 1.2M | Added |
| 9 | Cetera Investment Advisers | $52.2M | 1.1M | Added |
| 10 | Wagner Wealth Management, LLC | $24.9M | 510,992 | Trimmed |
| 11 | Capital Investment Advisors, LLC | $24.8M | 509,591 | Trimmed |
| 12 | PSI Advisors, LLC | $24.7M | 507,545 | Added |
| 13 | Arkadios Wealth Advisors | $24.7M | 506,073 | Added |
| 14 | OSAIC HOLDINGS, INC. | $21.3M | 436,738 | Trimmed |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $19.3M | 397,008 | Trimmed |
| 16 | Rockefeller Capital Management L.P. | $19.0M | 389,401 | Added |
| 17 | Kestra Advisory Services, LLC | $18.9M | 387,493 | Added |
| 18 | Janney Montgomery Scott LLC | $18.8M | 385,974 | Added |
| 19 | Flaharty Asset Management, LLC | $17.5M | 359,204 | Added |
| 20 | Brookstone Capital Management | $16.3M | 334,232 | Added |
| 21 | STIFEL FINANCIAL CORP | $15.8M | 324,610 | Added |
| 22 | Steward Partners Investment Advisory, LLC | $14.5M | 298,217 | Added |
| 23 | Solitude Financial Services | $13.4M | 272,015 | Added |
| 24 | Curran Financial Partners, LLC | $13.1M | 269,732 | Added |
| 25 | Cambridge Investment Research Advisors, Inc. | $12.9M | 263,944 | Trimmed |