| 1 | PRINCIPAL FINANCIAL GROUP INC | $719.1M | 12.5M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $156.7M | 2.7M | Added |
| 3 | PRINCIPAL SECURITIES, INC. | $145.4M | 2.5M | Added |
| 4 | AMERIPRISE FINANCIAL INC | $126.8M | 2.2M | Added |
| 5 | MORGAN STANLEY | $96.9M | 1.7M | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $80.3M | 1.4M | Added |
| 7 | WELLS FARGO & COMPANY/MN | $77.4M | 1.4M | Added |
| 8 | LPL Financial LLC | $61.7M | 1.1M | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $25.1M | 433,869 | Trimmed |
| 10 | Royal Bank of Canada | $23.3M | 406,744 | Added |
| 11 | TRUIST FINANCIAL CORP | $19.4M | 338,542 | Added |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $14.5M | 252,845 | Added |
| 13 | Veracity Capital LLC | $13.7M | 238,497 | Trimmed |
| 14 | Hudson Capital Management LLC | $11.3M | 196,714 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $11.1M | 194,189 | Added |
| 16 | STIFEL FINANCIAL CORP | $10.3M | 179,376 | Added |
| 17 | Henderson Brothers Financial Partners, LLC | $9.8M | 170,472 | Added |
| 18 | PSI Advisors, LLC | $8.6M | 150,561 | Added |
| 19 | &PARTNERS | $8.2M | 143,327 | Trimmed |
| 20 | RFG - Bristol Wealth Advisors, LLC | $8.0M | 139,728 | Added |
| 21 | Rockefeller Capital Management L.P. | $7.4M | 129,907 | Added |
| 22 | OSAIC HOLDINGS, INC. | $7.0M | 122,268 | Trimmed |
| 23 | SAGESPRING WEALTH PARTNERS, LLC | $5.9M | 102,054 | New |
| 24 | JPMORGAN CHASE & CO | $5.5M | 99,474 | New |
| 25 | GREAT VALLEY ADVISOR GROUP, INC. | $4.6M | 79,739 | Added |