| 1 | RAYMOND JAMES FINANCIAL INC | $359.9M | 10.7M | Added |
| 2 | Bank of New York Mellon Corp | $150.0M | 4.5M | Added |
| 3 | Principle Wealth Partners LLC | $136.2M | 4.1M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $129.8M | 3.9M | Added |
| 5 | LPL Financial LLC | $127.4M | 3.8M | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $74.7M | 2.2M | Added |
| 7 | Mariner, LLC | $57.8M | 1.7M | Added |
| 8 | STIFEL FINANCIAL CORP | $54.4M | 1.6M | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $48.8M | 1.5M | Added |
| 10 | Bleakley Financial Group, LLC | $39.8M | 1.2M | Added |
| 11 | Advisor OS, LLC | $36.3M | 1.1M | Trimmed |
| 12 | MJP ASSOCIATES INC /ADV | $36.3M | 1.1M | Trimmed |
| 13 | HighTower Advisors, LLC | $30.8M | 920,181 | Added |
| 14 | Integrated Wealth Concepts LLC | $27.7M | 826,583 | Added |
| 15 | TRUIST FINANCIAL CORP | $23.2M | 692,948 | Added |
| 16 | MML INVESTORS SERVICES, LLC | $20.0M | 597,718 | Added |
| 17 | OSAIC HOLDINGS, INC. | $18.0M | 537,078 | Added |
| 18 | Private Advisor Group, LLC | $15.8M | 471,371 | New |
| 19 | Steward Partners Investment Advisory, LLC | $12.9M | 385,364 | Trimmed |
| 20 | Trivium Point Advisory, LLC | $12.0M | 359,591 | Added |
| 21 | CRUX WEALTH ADVISORS | $11.3M | 338,200 | Trimmed |
| 22 | StoneCrest Wealth Management, Inc. | $9.8M | 293,642 | Trimmed |
| 23 | JSF Financial, LLC | $8.9M | 264,433 | Added |
| 24 | Ruggaard & Associates LLC | $8.8M | 264,134 | Trimmed |
| 25 | Merit Financial Group, LLC | $8.2M | 244,967 | Added |