| 1 | LPL Financial LLC | $98.8M | 2.0M | Added |
| 2 | MORGAN STANLEY | $83.9M | 1.7M | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $39.3M | 796,922 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $38.4M | 778,487 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $30.4M | 616,213 | Trimmed |
| 6 | EARNED WEALTH ADVISORS, LLC | $18.2M | 368,598 | Trimmed |
| 7 | Cetera Investment Advisers | $17.1M | 346,285 | Added |
| 8 | TRUIST FINANCIAL CORP | $15.3M | 310,849 | Trimmed |
| 9 | UBS Group AG | $14.8M | 299,657 | Trimmed |
| 10 | Csenge Advisory Group | $12.9M | 261,881 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $12.9M | 261,024 | Trimmed |
| 12 | Rockport Wealth LLC | $10.8M | 219,489 | Trimmed |
| 13 | STIFEL FINANCIAL CORP | $10.5M | 212,830 | Trimmed |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.9M | 179,897 | Added |
| 15 | Delos Wealth Advisors, LLC | $8.4M | 169,859 | Added |
| 16 | PGIM Custom Harvest LLC | $8.2M | 165,819 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $8.1M | 164,962 | Trimmed |
| 18 | Cambridge Investment Research Advisors, Inc. | $7.7M | 155,195 | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $7.2M | 145,797 | Trimmed |
| 20 | Janney Montgomery Scott LLC | $6.7M | 136,146 | Trimmed |
| 21 | Royal Bank of Canada | $5.0M | 100,919 | Added |
| 22 | Fiduciary Alliance LLC | $4.8M | 97,807 | Added |
| 23 | Foundations Investment Advisors, LLC | $4.7M | 96,123 | Added |
| 24 | HARBOUR INVESTMENTS, INC. | $3.5M | 71,904 | Added |
| 25 | Equitable Holdings, Inc. | $3.2M | 65,156 | Trimmed |