| 1 | MORGAN STANLEY | $70.7M | 950,472 | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $50.0M | 672,320 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $48.9M | 657,463 | Added |
| 4 | LPL Financial LLC | $37.2M | 500,277 | Trimmed |
| 5 | SILVER OAK SECURITIES, INCORPORATED | $34.2M | 460,359 | Trimmed |
| 6 | ATLANTIC FAMILY WEALTH, LLC | $28.6M | 384,423 | Added |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.7M | 278,684 | Trimmed |
| 8 | WELLS FARGO & COMPANY/MN | $16.8M | 226,141 | Trimmed |
| 9 | Royal Bank of Canada | $15.9M | 214,130 | Trimmed |
| 10 | Integrated Wealth Concepts LLC | $15.7M | 211,394 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $13.8M | 185,456 | Added |
| 12 | Rockefeller Capital Management L.P. | $12.1M | 162,452 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $10.9M | 146,219 | Trimmed |
| 14 | UBS Group AG | $8.9M | 119,744 | Added |
| 15 | AMERIPRISE FINANCIAL INC | $8.2M | 110,292 | Added |
| 16 | Garrett Wealth Advisory Group, LLC | $8.0M | 107,636 | Trimmed |
| 17 | NewEdge Advisors, LLC | $6.6M | 89,230 | Trimmed |
| 18 | Private Advisor Group, LLC | $5.5M | 73,767 | Trimmed |
| 19 | Cetera Investment Advisers | $5.3M | 71,652 | Added |
| 20 | Strategic Blueprint, LLC | $4.6M | 62,092 | Added |
| 21 | Vise Technologies, Inc. | $3.8M | 50,995 | New |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.8M | 50,492 | Added |
| 23 | OSAIC HOLDINGS, INC. | $3.4M | 45,125 | Added |
| 24 | TRUIST FINANCIAL CORP | $2.8M | 37,449 | Added |
| 25 | PFG Advisors | $2.6M | 34,847 | Added |