| 1 | MORGAN STANLEY | $842.8M | 17.5M | Trimmed |
| 2 | LPL Financial LLC | $770.2M | 16.0M | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $254.1M | 5.3M | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $247.4M | 5.1M | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $244.1M | 5.1M | Trimmed |
| 6 | Royal Bank of Canada | $153.3M | 3.2M | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $153.2M | 3.2M | Trimmed |
| 8 | UBS Group AG | $147.6M | 3.1M | Trimmed |
| 9 | STIFEL FINANCIAL CORP | $106.7M | 2.2M | Added |
| 10 | OSAIC HOLDINGS, INC. | $97.0M | 2.0M | Added |
| 11 | Cetera Investment Advisers | $90.9M | 1.9M | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $90.7M | 1.9M | Trimmed |
| 13 | HighTower Advisors, LLC | $75.3M | 1.6M | Trimmed |
| 14 | TRUIST FINANCIAL CORP | $61.6M | 1.3M | Trimmed |
| 15 | Cambridge Investment Research Advisors, Inc. | $55.9M | 1.2M | Trimmed |
| 16 | JPMORGAN CHASE & CO | $50.5M | 1.0M | Added |
| 17 | Private Advisor Group, LLC | $49.5M | 1.0M | Added |
| 18 | Baird Financial Group, Inc. | $42.9M | 889,586 | Added |
| 19 | Kestra Advisory Services, LLC | $40.6M | 842,919 | Trimmed |
| 20 | New England Private Wealth Advisors LLC | $38.0M | 761,405 | Trimmed |
| 21 | TWO SIGMA INVESTMENTS, LP | $31.7M | 658,000 | Added |
| 22 | JONES FINANCIAL COMPANIES LLLP | $31.2M | 643,171 | Added |
| 23 | Prospera Financial Services Inc | $28.8M | 597,550 | Trimmed |
| 24 | NewEdge Advisors, LLC | $28.2M | 584,925 | Added |
| 25 | Intellus Advisors LLC | $27.0M | 560,870 | Added |