| 1 | MORGAN STANLEY | $146.1M | 708,691 | Added |
| 2 | LPL Financial LLC | $90.7M | 440,053 | Added |
| 3 | WELLS FARGO & COMPANY/MN | $82.1M | 398,208 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $43.6M | 211,381 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $42.2M | 204,783 | Added |
| 6 | UBS Group AG | $27.8M | 134,864 | Added |
| 7 | Royal Bank of Canada | $21.3M | 103,461 | Trimmed |
| 8 | Systelligence, LLC | $21.2M | 102,704 | Added |
| 9 | OSAIC HOLDINGS, INC. | $20.7M | 100,541 | Added |
| 10 | Cetera Investment Advisers | $18.6M | 90,351 | Added |
| 11 | AMERIPRISE FINANCIAL INC | $18.6M | 89,346 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $18.2M | 88,290 | Added |
| 13 | PRUDENTIAL PLC | $18.2M | 88,200 | New |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $16.7M | 80,903 | Trimmed |
| 15 | Cassia Capital Partners, LLC | $12.1M | 58,652 | Trimmed |
| 16 | Ocean Park Asset Management, LLC | $10.4M | 50,325 | New |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $10.3M | 49,825 | Trimmed |
| 18 | Janney Montgomery Scott LLC | $9.6M | 46,781 | Trimmed |
| 19 | Proactive Wealth Strategies LLC | $8.3M | 40,464 | Trimmed |
| 20 | TRUIST FINANCIAL CORP | $7.7M | 37,257 | Trimmed |
| 21 | TWIN PEAKS WEALTH ADVISORS, LLC | $7.1M | 34,277 | Trimmed |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.0M | 34,126 | Trimmed |
| 23 | HARBOUR INVESTMENTS, INC. | $6.7M | 32,630 | Trimmed |
| 24 | D.A. DAVIDSON & CO. | $6.6M | 32,114 | Added |
| 25 | Steward Partners Investment Advisory, LLC | $6.5M | 31,443 | Added |