| 1 | LPL Financial LLC | $100.4M | 1.8M | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $50.5M | 910,245 | Trimmed |
| 3 | MORGAN STANLEY | $34.7M | 625,664 | Trimmed |
| 4 | Modern Wealth Management, LLC | $25.9M | 466,295 | New |
| 5 | BANK OF AMERICA CORP /DE/ | $15.0M | 271,219 | Added |
| 6 | JONES FINANCIAL COMPANIES LLLP | $12.8M | 231,529 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $12.5M | 225,099 | Added |
| 8 | Clearstead Advisors, LLC | $12.0M | 216,816 | Trimmed |
| 9 | Royal Bank of Canada | $10.7M | 193,562 | Added |
| 10 | NFP Retirement, Inc. | $6.3M | 113,785 | Added |
| 11 | Focus Financial Network, Inc. | $6.3M | 113,600 | Added |
| 12 | Rockefeller Capital Management L.P. | $5.5M | 99,575 | Trimmed |
| 13 | CITIZENS FINANCIAL GROUP INC/RI | $5.3M | 95,589 | Trimmed |
| 14 | Baird Financial Group, Inc. | $4.8M | 85,974 | Trimmed |
| 15 | Cetera Investment Advisers | $4.7M | 85,292 | Trimmed |
| 16 | CHOREO, LLC | $4.5M | 81,858 | Trimmed |
| 17 | CreativeOne Wealth, LLC | $4.3M | 77,461 | Trimmed |
| 18 | TD Waterhouse Canada Inc. | $4.3M | 77,041 | Trimmed |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 75,672 | Trimmed |
| 20 | UBS Group AG | $4.2M | 75,525 | Trimmed |
| 21 | Everstar Asset Management, LLC | $4.2M | 75,326 | Added |
| 22 | Equitable Holdings, Inc. | $4.2M | 75,264 | Trimmed |
| 23 | OSAIC HOLDINGS, INC. | $3.5M | 63,337 | Added |
| 24 | HighTower Advisors, LLC | $3.1M | 56,783 | Added |
| 25 | Cambridge Investment Research Advisors, Inc. | $3.1M | 55,423 | Added |