| 1 | LPL Financial LLC | $204.2M | 1.6M | Added |
| 2 | MORGAN STANLEY | $104.1M | 826,967 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $83.3M | 661,451 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $55.8M | 442,993 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $36.4M | 289,045 | Added |
| 6 | AMERIPRISE FINANCIAL INC | $30.2M | 241,313 | Added |
| 7 | ACT WEALTH MANAGEMENT, LLC | $26.7M | 212,221 | Added |
| 8 | Center for Wealth Management Advisory | $26.4M | 209,950 | Trimmed |
| 9 | Garden State Investment Advisory Services LLC | $21.0M | 166,918 | Added |
| 10 | UBS Group AG | $20.7M | 164,666 | Trimmed |
| 11 | Wharton Business Group, LLC | $20.6M | 163,944 | Hold |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $17.5M | 138,873 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $17.1M | 135,624 | Added |
| 14 | WIN ADVISORS, INC | $16.0M | 126,940 | New |
| 15 | Kestra Advisory Services, LLC | $14.7M | 116,579 | Added |
| 16 | Royal Bank of Canada | $14.5M | 115,371 | Trimmed |
| 17 | Stratos Wealth Partners, LTD. | $14.5M | 115,196 | Added |
| 18 | GOLDMAN SACHS GROUP INC | $13.4M | 106,532 | Hold |
| 19 | Cornerstone Wealth Management, LLC | $13.3M | 105,264 | Added |
| 20 | Private Advisor Group, LLC | $12.8M | 101,943 | Added |
| 21 | TRUIST FINANCIAL CORP | $12.7M | 100,670 | Added |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $12.6M | 99,838 | Trimmed |
| 23 | Capital Investment Counsel, LLC | $11.4M | 90,881 | Trimmed |
| 24 | OSAIC HOLDINGS, INC. | $11.4M | 90,430 | Added |
| 25 | Regal Investment Advisors LLC | $10.9M | 86,807 | Trimmed |