| 1 | LPL Financial LLC | $279.4M | 5.5M | Trimmed |
| 2 | MORGAN STANLEY | $248.0M | 4.9M | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $156.6M | 3.1M | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $109.4M | 2.2M | Trimmed |
| 5 | UBS Group AG | $100.3M | 2.0M | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $67.9M | 1.3M | Added |
| 7 | TRUIST FINANCIAL CORP | $60.4M | 1.2M | Trimmed |
| 8 | Royal Bank of Canada | $57.3M | 1.1M | Trimmed |
| 9 | Cetera Investment Advisers | $53.4M | 1.1M | Trimmed |
| 10 | Janney Montgomery Scott LLC | $35.4M | 700,810 | Added |
| 11 | Southern Financial Group, LLC | $32.4M | 641,223 | Added |
| 12 | OSAIC HOLDINGS, INC. | $27.6M | 545,961 | Added |
| 13 | Capital Investment Advisors, LLC | $24.6M | 486,683 | Trimmed |
| 14 | Wagner Wealth Management, LLC | $21.2M | 420,348 | Trimmed |
| 15 | Rockefeller Capital Management L.P. | $19.9M | 393,338 | Added |
| 16 | Kestra Advisory Services, LLC | $19.7M | 389,251 | Added |
| 17 | PSI Advisors, LLC | $19.5M | 385,687 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $17.9M | 354,538 | Trimmed |
| 19 | Modern Wealth Management, LLC | $17.4M | 344,253 | Added |
| 20 | Brookstone Capital Management | $17.0M | 336,209 | Added |
| 21 | STIFEL FINANCIAL CORP | $16.5M | 326,395 | Added |
| 22 | Steward Partners Investment Advisory, LLC | $16.2M | 320,973 | Added |
| 23 | Curran Financial Partners, LLC | $15.4M | 305,615 | Added |
| 24 | Solitude Financial Services | $14.3M | 282,994 | Added |
| 25 | Compass Financial Services Inc | $13.6M | 269,549 | Added |