| 1 | MORGAN STANLEY | $179.6M | 3.5M | Added |
| 2 | LPL Financial LLC | $124.5M | 2.4M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $109.3M | 2.1M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $106.7M | 2.1M | Added |
| 5 | UBS Group AG | $97.2M | 1.9M | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $64.6M | 1.3M | Added |
| 7 | OSAIC HOLDINGS, INC. | $46.8M | 911,907 | Added |
| 8 | Avantax Planning Partners, Inc. | $43.0M | 837,252 | Trimmed |
| 9 | OneDigital Investment Advisors LLC | $40.2M | 782,447 | Added |
| 10 | Janney Montgomery Scott LLC | $26.7M | 519,985 | Added |
| 11 | NewEdge Advisors, LLC | $25.6M | 497,684 | Added |
| 12 | Royal Bank of Canada | $22.8M | 443,110 | Added |
| 13 | TRUIST FINANCIAL CORP | $22.0M | 428,848 | Trimmed |
| 14 | Cetera Investment Advisers | $20.4M | 396,678 | Trimmed |
| 15 | RMR Wealth Builders | $18.1M | 351,741 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $18.0M | 349,602 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $17.7M | 345,208 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $17.0M | 331,431 | Added |
| 19 | Rockefeller Capital Management L.P. | $16.6M | 323,763 | Added |
| 20 | STIFEL FINANCIAL CORP | $15.3M | 298,518 | Added |
| 21 | True Blue Financial, LLC | $14.5M | 281,978 | Added |
| 22 | JONES FINANCIAL COMPANIES LLLP | $14.1M | 273,980 | Added |
| 23 | Miracle Mile Advisors, LLC | $12.9M | 251,295 | Trimmed |
| 24 | Wealthspire Advisors, LLC | $12.6M | 245,248 | New |
| 25 | Frisch Financial Group, Inc. | $11.7M | 228,347 | Added |