| 1 | BlackRock, Inc. | $153.0M | 3.1M | Added |
| 2 | LPL Financial LLC | $60.3M | 1.2M | Trimmed |
| 3 | Foundations Investment Advisors, LLC | $28.8M | 576,705 | Added |
| 4 | MORGAN STANLEY | $27.0M | 540,513 | Trimmed |
| 5 | Royal Bank of Canada | $17.0M | 340,210 | Added |
| 6 | Weitzel Financial Services, Inc. | $15.6M | 315,749 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $15.2M | 305,020 | Added |
| 8 | AJ Advisors, LLC | $14.1M | 283,095 | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $13.6M | 273,226 | Trimmed |
| 10 | AMERIPRISE FINANCIAL INC | $12.9M | 258,799 | Trimmed |
| 11 | Cetera Investment Advisers | $11.7M | 233,786 | Added |
| 12 | WEDBUSH SECURITIES INC | $9.7M | 193,700 | Added |
| 13 | Weaver Consulting Group | $8.9M | 178,155 | Added |
| 14 | Investment Advisory Group, LLC | $8.1M | 161,473 | Added |
| 15 | OSAIC HOLDINGS, INC. | $7.7M | 154,781 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $7.3M | 146,926 | Trimmed |
| 17 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $7.2M | 145,264 | Trimmed |
| 18 | Ameritas Advisory Services, LLC | $6.8M | 137,083 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $6.0M | 119,528 | Trimmed |
| 20 | Western Wealth Management, LLC | $5.9M | 117,762 | Added |
| 21 | Royal Fund Management, LLC | $5.7M | 113,660 | Added |
| 22 | RAYMOND JAMES FINANCIAL INC | $5.5M | 110,495 | Added |
| 23 | Focus Financial Network, Inc. | $5.5M | 109,571 | Trimmed |
| 24 | TRUIST FINANCIAL CORP | $4.5M | 90,161 | Added |
| 25 | Waverly Advisors, LLC | $4.2M | 84,372 | Trimmed |