| 1 | LPL Financial LLC | $107.2M | 3.4M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $104.8M | 3.3M | Added |
| 3 | Northwest Financial Advisors | $76.1M | 2.4M | New |
| 4 | GREAT VALLEY ADVISOR GROUP, INC. | $60.5M | 1.9M | Added |
| 5 | Thrivent Financial for Lutherans | $57.7M | 1.8M | Added |
| 6 | Ascension Capital Advisors, Inc. | $40.7M | 1.3M | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $29.6M | 943,476 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $20.9M | 666,160 | Added |
| 9 | Rockefeller Capital Management L.P. | $16.9M | 539,520 | Added |
| 10 | Lantz Financial LLC | $15.3M | 488,669 | Added |
| 11 | Jefferies Financial Group Inc. | $13.3M | 425,000 | New |
| 12 | Cambridge Investment Research Advisors, Inc. | $13.1M | 417,168 | Added |
| 13 | FOURPATH CAPITAL MANAGEMENT, LLC | $12.4M | 394,100 | Trimmed |
| 14 | Integrated Wealth Concepts LLC | $12.2M | 389,281 | Added |
| 15 | TRUIST FINANCIAL CORP | $11.6M | 368,426 | Added |
| 16 | WELLS FARGO & COMPANY/MN | $10.9M | 348,367 | Added |
| 17 | OSAIC HOLDINGS, INC. | $10.4M | 332,013 | Trimmed |
| 18 | Royal Bank of Canada | $9.6M | 306,738 | Trimmed |
| 19 | NewEdge Advisors, LLC | $9.4M | 298,526 | Added |
| 20 | Steward Partners Investment Advisory, LLC | $9.2M | 292,535 | Added |
| 21 | Private Advisor Group, LLC | $7.2M | 228,685 | Added |
| 22 | Cetera Investment Advisers | $6.2M | 198,595 | Added |
| 23 | FOCUSED ALPHA, LLC | $5.7M | 182,324 | Trimmed |
| 24 | Equitable Holdings, Inc. | $4.7M | 150,990 | Added |
| 25 | Janney Montgomery Scott LLC | $4.7M | 150,235 | Added |