| 1 | MORGAN STANLEY | $816.4M | 13.7M | Trimmed |
| 2 | LPL Financial LLC | $531.1M | 8.9M | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $451.2M | 7.6M | Trimmed |
| 4 | Royal Bank of Canada | $187.7M | 3.1M | Added |
| 5 | UBS Group AG | $166.8M | 2.8M | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $163.1M | 2.7M | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $147.6M | 2.5M | Added |
| 8 | Csenge Advisory Group | $113.6M | 1.9M | Added |
| 9 | Cetera Investment Advisers | $101.3M | 1.7M | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $74.5M | 1.2M | Added |
| 11 | OSAIC HOLDINGS, INC. | $72.5M | 1.2M | Added |
| 12 | STIFEL FINANCIAL CORP | $71.5M | 1.2M | Added |
| 13 | BDFS Capital LLC | $68.8M | 1.1M | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $53.2M | 890,633 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $51.7M | 865,066 | Added |
| 16 | Gradient Investments LLC | $43.8M | 733,976 | Added |
| 17 | &PARTNERS | $41.9M | 714,646 | Added |
| 18 | Bramshill Investments, LLC | $39.4M | 659,483 | Added |
| 19 | Hansen & Associates Financial Group, Inc. | $38.3M | 639,953 | Trimmed |
| 20 | TCP Asset Management, LLC | $37.6M | 629,760 | Added |
| 21 | Guided Capital Wealth Management, LLC | $37.6M | 628,737 | Added |
| 22 | TRUIST FINANCIAL CORP | $35.3M | 590,592 | Added |
| 23 | Accurate Wealth Management, LLC | $34.4M | 575,587 | Added |
| 24 | HBK Sorce Advisory LLC | $25.8M | 431,875 | Added |
| 25 | Kingsview Wealth Management, LLC | $25.6M | 427,797 | Added |