| 1 | MORGAN STANLEY | $148.9M | 1.1M | Added |
| 2 | LPL Financial LLC | $108.9M | 778,330 | Trimmed |
| 3 | Janney Montgomery Scott LLC | $71.2M | 509,390 | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $67.0M | 479,180 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $37.5M | 268,371 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $31.5M | 224,857 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $30.5M | 217,999 | Added |
| 8 | Modern Wealth Management, LLC | $29.8M | 212,851 | Added |
| 9 | Royal Bank of Canada | $26.0M | 185,960 | Added |
| 10 | UBS Group AG | $25.8M | 184,252 | Trimmed |
| 11 | OSAIC HOLDINGS, INC. | $24.5M | 175,394 | Added |
| 12 | HBK Sorce Advisory LLC | $24.3M | 174,191 | Trimmed |
| 13 | TRUIST FINANCIAL CORP | $22.0M | 156,941 | Added |
| 14 | Crusonia Wealth Advisors LLC | $18.5M | 132,071 | Trimmed |
| 15 | &PARTNERS | $18.5M | 137,868 | Added |
| 16 | SILVER OAK SECURITIES, INCORPORATED | $18.4M | 131,869 | Trimmed |
| 17 | Private Advisor Group, LLC | $18.3M | 130,523 | Added |
| 18 | Cetera Investment Advisers | $16.9M | 120,610 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $12.1M | 86,559 | Added |
| 20 | Elevation Capital Advisory, LLC | $11.8M | 84,534 | Added |
| 21 | GREAT VALLEY ADVISOR GROUP, INC. | $9.3M | 66,153 | Added |
| 22 | Kingsview Wealth Management, LLC | $8.6M | 61,448 | Added |
| 23 | BIP Wealth, LLC | $8.4M | 60,352 | Trimmed |
| 24 | Ameritas Advisory Services, LLC | $8.4M | 60,274 | Added |
| 25 | Cambridge Investment Research Advisors, Inc. | $8.4M | 59,848 | Trimmed |