| 1 | LPL Financial LLC | $775.0M | 15.9M | Added |
| 2 | MORGAN STANLEY | $432.8M | 8.9M | Trimmed |
| 3 | AMERIPRISE FINANCIAL INC | $276.5M | 5.6M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $247.4M | 5.1M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $157.8M | 3.2M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $125.4M | 2.6M | Added |
| 7 | Cetera Investment Advisers | $124.1M | 2.6M | Added |
| 8 | Royal Bank of Canada | $120.4M | 2.5M | Trimmed |
| 9 | UBS Group AG | $120.1M | 2.5M | Added |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $109.8M | 2.3M | Added |
| 11 | JONES FINANCIAL COMPANIES LLLP | $85.0M | 1.7M | Added |
| 12 | OSAIC HOLDINGS, INC. | $84.3M | 1.7M | Added |
| 13 | Csenge Advisory Group | $84.1M | 1.7M | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $74.2M | 1.5M | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $62.4M | 1.3M | Added |
| 16 | STIFEL FINANCIAL CORP | $59.1M | 1.2M | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $48.5M | 997,443 | Added |
| 18 | Rockport Wealth LLC | $47.8M | 982,928 | Added |
| 19 | Private Advisor Group, LLC | $47.2M | 969,772 | Trimmed |
| 20 | TRUIST FINANCIAL CORP | $44.0M | 904,402 | Added |
| 21 | Kestra Advisory Services, LLC | $35.3M | 725,028 | Added |
| 22 | Janney Montgomery Scott LLC | $31.4M | 645,928 | Trimmed |
| 23 | TRUE Private Wealth Advisors | $30.5M | 627,429 | Trimmed |
| 24 | Baird Financial Group, Inc. | $28.3M | 581,274 | Trimmed |
| 25 | Southland Equity Partners LLC | $27.3M | 561,017 | Added |