| 1 | BANK OF AMERICA CORP /DE/ | $243.3M | 6.1M | Trimmed |
| 2 | LPL Financial LLC | $209.1M | 5.2M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $89.8M | 2.2M | Added |
| 4 | JONES FINANCIAL COMPANIES LLLP | $69.1M | 1.8M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $67.5M | 1.7M | Trimmed |
| 6 | MORGAN STANLEY | $63.4M | 1.6M | Added |
| 7 | WELLS FARGO & COMPANY/MN | $45.2M | 1.1M | Trimmed |
| 8 | Cetera Investment Advisers | $44.3M | 1.1M | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $40.9M | 1.0M | Added |
| 10 | OSAIC HOLDINGS, INC. | $35.8M | 892,744 | Trimmed |
| 11 | MML INVESTORS SERVICES, LLC | $31.2M | 778,017 | Trimmed |
| 12 | Kestra Advisory Services, LLC | $26.8M | 668,597 | Added |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23.3M | 580,323 | Added |
| 14 | Royal Bank of Canada | $21.2M | 527,699 | Trimmed |
| 15 | TRUIST FINANCIAL CORP | $20.4M | 508,853 | Added |
| 16 | Aspire Capital Advisors LLC | $20.3M | 504,916 | Added |
| 17 | Foundations Investment Advisors, LLC | $19.7M | 491,913 | Added |
| 18 | Heck Capital Advisors, LLC | $19.1M | 474,716 | Added |
| 19 | Clark Capital Management Group, Inc. | $19.0M | 473,741 | Trimmed |
| 20 | HighTower Advisors, LLC | $17.7M | 440,174 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $17.6M | 437,649 | Trimmed |
| 22 | RVW Wealth, LLC | $15.5M | 385,836 | Added |
| 23 | Steward Partners Investment Advisory, LLC | $14.7M | 365,837 | Added |
| 24 | Plan Group Financial, LLC | $13.0M | 325,050 | Added |
| 25 | Sylvest Advisors, LLC | $12.3M | 306,096 | Trimmed |