| 1 | LPL Financial LLC | $133.2M | 3.3M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $104.3M | 2.6M | Added |
| 3 | MORGAN STANLEY | $101.7M | 2.5M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $51.9M | 1.3M | Added |
| 5 | Stratos Wealth Partners, LTD. | $42.0M | 1.0M | Added |
| 6 | Royal Bank of Canada | $41.3M | 1.0M | Trimmed |
| 7 | Advisory Resource Group | $39.2M | 977,608 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $31.2M | 777,785 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $18.7M | 465,651 | Added |
| 10 | Mariner, LLC | $17.5M | 435,489 | Added |
| 11 | OSAIC HOLDINGS, INC. | $17.3M | 430,635 | Trimmed |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $16.7M | 417,264 | Trimmed |
| 13 | MML INVESTORS SERVICES, LLC | $16.2M | 403,157 | Trimmed |
| 14 | Cetera Investment Advisers | $14.7M | 366,440 | Trimmed |
| 15 | Prospera Financial Services Inc | $11.6M | 289,091 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $11.5M | 286,705 | Trimmed |
| 17 | WELLS FARGO & COMPANY/MN | $10.6M | 263,916 | Added |
| 18 | Onyx Bridge Wealth Group LLC | $7.2M | 178,732 | Trimmed |
| 19 | TRUIST FINANCIAL CORP | $6.7M | 166,629 | Added |
| 20 | Kestra Advisory Services, LLC | $6.3M | 156,288 | Added |
| 21 | MY Wealth Management Inc. | $6.2M | 169,558 | Added |
| 22 | Modern Wealth Management, LLC | $6.0M | 149,246 | Added |
| 23 | Gladstone Institutional Advisory LLC | $5.8M | 145,244 | Trimmed |
| 24 | Janney Montgomery Scott LLC | $5.7M | 141,451 | Trimmed |
| 25 | IFS Group,LLC | $5.4M | 133,518 | Trimmed |