| 1 | LPL Financial LLC | $94.2M | 1.8M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $47.0M | 919,679 | Added |
| 3 | MORGAN STANLEY | $34.5M | 674,607 | Trimmed |
| 4 | Flaharty Asset Management, LLC | $25.5M | 500,017 | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $13.7M | 268,123 | Trimmed |
| 6 | Clearstead Advisors, LLC | $11.7M | 228,840 | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $11.1M | 217,122 | Added |
| 8 | JONES FINANCIAL COMPANIES LLLP | $10.5M | 208,529 | Added |
| 9 | NFP Retirement, Inc. | $5.8M | 113,619 | Trimmed |
| 10 | Focus Financial Network, Inc. | $5.8M | 113,274 | Trimmed |
| 11 | Rockefeller Capital Management L.P. | $5.1M | 100,252 | Trimmed |
| 12 | CITIZENS FINANCIAL GROUP INC/RI | $4.9M | 95,870 | Added |
| 13 | CHOREO, LLC | $4.8M | 93,718 | Trimmed |
| 14 | Cetera Investment Advisers | $4.7M | 91,348 | Trimmed |
| 15 | Baird Financial Group, Inc. | $4.4M | 86,707 | Trimmed |
| 16 | TD Waterhouse Canada Inc. | $4.3M | 83,354 | Trimmed |
| 17 | Equitable Holdings, Inc. | $4.2M | 80,732 | Added |
| 18 | UBS Group AG | $4.1M | 81,044 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $4.0M | 78,312 | Trimmed |
| 20 | CreativeOne Wealth, LLC | $4.0M | 77,778 | Added |
| 21 | Royal Bank of Canada | $3.8M | 73,958 | Added |
| 22 | Everstar Asset Management, LLC | $3.6M | 70,354 | Added |
| 23 | Mariner, LLC | $3.6M | 70,003 | Added |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | 67,700 | New |
| 25 | OSAIC HOLDINGS, INC. | $3.0M | 58,397 | Added |