| 1 | FMR LLC | $459.1M | 13.9M | Trimmed |
| 2 | KEYBANK NATIONAL ASSOCIATION/OH | $62.6M | 1.9M | Added |
| 3 | Southern Financial Group, LLC | $35.2M | 1.1M | Added |
| 4 | Cetera Investment Advisers | $34.7M | 1.1M | Added |
| 5 | CGC Financial Services, LLC | $29.1M | 882,395 | New |
| 6 | GREAT VALLEY ADVISOR GROUP, INC. | $24.6M | 745,968 | Added |
| 7 | MML INVESTORS SERVICES, LLC | $15.9M | 482,669 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $15.2M | 461,134 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $13.7M | 415,196 | Trimmed |
| 10 | STIFEL FINANCIAL CORP | $11.9M | 362,171 | Trimmed |
| 11 | TRUIST FINANCIAL CORP | $7.4M | 223,537 | Trimmed |
| 12 | HighTower Advisors, LLC | $6.6M | 200,795 | Added |
| 13 | Taylor Securities Services, Inc. | $5.9M | 179,736 | Added |
| 14 | Kestra Advisory Services, LLC | $5.6M | 168,610 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $5.2M | 157,649 | Added |
| 16 | LPL Financial LLC | $5.1M | 154,574 | Added |
| 17 | Aptus Capital Advisors, LLC | $5.1M | 154,258 | Added |
| 18 | Prime Capital Investment Advisors, LLC | $5.0M | 150,778 | Added |
| 19 | Anson Capital, Inc. | $4.1M | 123,211 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $3.3M | 99,737 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $3.2M | 96,012 | Added |
| 22 | OmniStar Financial Group, Inc. | $2.9M | 86,816 | Added |
| 23 | MONECO Advisors, LLC | $2.3M | 70,041 | New |
| 24 | InTrack Investment Management Inc | $1.9M | 58,874 | Trimmed |
| 25 | Summit Wealth Partners, LLC | $1.9M | 58,449 | Added |