| 1 | MORGAN STANLEY | $171.2M | 1.8M | Trimmed |
| 2 | LPL Financial LLC | $108.7M | 1.1M | Added |
| 3 | UBS Group AG | $75.4M | 779,039 | Trimmed |
| 4 | Royal Bank of Canada | $44.1M | 455,882 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $37.5M | 387,452 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $37.1M | 383,334 | Trimmed |
| 7 | Cetera Investment Advisers | $33.3M | 343,878 | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $30.2M | 311,921 | Added |
| 9 | Integrated Wealth Concepts LLC | $19.8M | 205,021 | Added |
| 10 | WELLS FARGO & COMPANY/MN | $19.1M | 197,703 | Added |
| 11 | Kingsview Wealth Management, LLC | $17.8M | 183,956 | Added |
| 12 | NewEdge Advisors, LLC | $15.6M | 160,678 | Added |
| 13 | ASSETMARK, INC | $14.3M | 147,384 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $13.8M | 142,095 | Trimmed |
| 15 | Private Advisor Group, LLC | $12.9M | 132,874 | Trimmed |
| 16 | OSAIC HOLDINGS, INC. | $12.1M | 125,213 | Added |
| 17 | BENJAMIN EDWARDS INC | $11.0M | 113,868 | Added |
| 18 | GOLDMAN SACHS GROUP INC | $10.0M | 102,990 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $8.9M | 91,587 | Trimmed |
| 20 | Kaydan Wealth Management, Inc. | $8.4M | 86,611 | Trimmed |
| 21 | TRUIST FINANCIAL CORP | $8.1M | 83,727 | Added |
| 22 | IHT Wealth Management, LLC | $7.8M | 80,891 | Added |
| 23 | HARBOUR INVESTMENTS, INC. | $7.8M | 80,159 | Added |
| 24 | Holistic Financial Partners | $7.6M | 78,335 | Trimmed |
| 25 | STIFEL FINANCIAL CORP | $7.5M | 77,765 | Added |