| 1 | FRANKLIN RESOURCES INC | $689.5M | 34.0M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $114.6M | 5.6M | Added |
| 3 | OSAIC HOLDINGS, INC. | $48.4M | 2.4M | Added |
| 4 | Janney Montgomery Scott LLC | $37.4M | 1.8M | Added |
| 5 | Modern Wealth Management, LLC | $26.9M | 1.3M | New |
| 6 | LPL Financial LLC | $17.6M | 867,694 | Added |
| 7 | Concurrent Investment Advisors, LLC | $10.2M | 500,532 | Added |
| 8 | First Heartland Consultants, Inc. | $9.1M | 448,314 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $8.9M | 438,218 | Added |
| 10 | Cetera Investment Advisers | $8.2M | 404,194 | Trimmed |
| 11 | Sequent Planning LLC | $7.0M | 343,014 | Added |
| 12 | MGO ONE SEVEN LLC | $4.2M | 205,671 | Added |
| 13 | CITADEL ADVISORS LLC | $3.9M | 193,448 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $3.5M | 172,496 | Added |
| 15 | Coastal Bridge Advisors, LLC | $2.5M | 124,322 | Added |
| 16 | Flaharty Asset Management, LLC | $2.2M | 108,143 | Trimmed |
| 17 | Scarborough Advisors, LLC | $1.9M | 92,077 | Added |
| 18 | RFG Advisory, LLC | $1.8M | 89,893 | New |
| 19 | Atria Investments, Inc | $1.7M | 82,175 | Added |
| 20 | NewEdge Advisors, LLC | $1.3M | 65,715 | Added |
| 21 | TD Waterhouse Canada Inc. | $978,245 | 48,500 | Hold |
| 22 | Steward Partners Investment Advisory, LLC | $900,942 | 44,425 | New |
| 23 | Farther Finance Advisors, LLC | $803,007 | 39,596 | Added |
| 24 | World Investment Advisors | $735,272 | 36,256 | Trimmed |
| 25 | Valmark Advisers, Inc. | $720,062 | 35,506 | Added |