| 1 | PRINCIPAL FINANCIAL GROUP INC | $904.7M | 12.9M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $184.9M | 2.6M | Trimmed |
| 3 | PRINCIPAL SECURITIES, INC. | $172.3M | 2.5M | Trimmed |
| 4 | AMERIPRISE FINANCIAL INC | $166.6M | 2.4M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $134.1M | 1.9M | Added |
| 6 | MORGAN STANLEY | $129.5M | 1.8M | Added |
| 7 | WELLS FARGO & COMPANY/MN | $97.1M | 1.4M | Added |
| 8 | LPL Financial LLC | $84.3M | 1.2M | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $33.1M | 483,654 | Added |
| 10 | Royal Bank of Canada | $24.8M | 354,175 | Trimmed |
| 11 | CIBC Bancorp USA Inc. | $20.7M | 296,591 | New |
| 12 | Bank of New York Mellon Corp | $19.3M | 275,591 | New |
| 13 | TRUIST FINANCIAL CORP | $18.2M | 259,009 | Trimmed |
| 14 | Veracity Capital LLC | $17.0M | 243,029 | Added |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $16.5M | 235,305 | Trimmed |
| 16 | Hudson Capital Management LLC | $13.6M | 193,743 | Trimmed |
| 17 | STIFEL FINANCIAL CORP | $12.8M | 182,101 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $12.5M | 178,518 | Trimmed |
| 19 | PSI Advisors, LLC | $10.7M | 152,856 | Added |
| 20 | First Heartland Consultants, Inc. | $10.6M | 150,760 | New |
| 21 | OSAIC HOLDINGS, INC. | $10.3M | 147,039 | Added |
| 22 | RFG - Bristol Wealth Advisors, LLC | $10.0M | 142,694 | Added |
| 23 | &PARTNERS | $9.5M | 134,933 | Trimmed |
| 24 | Rockefeller Capital Management L.P. | $9.1M | 130,331 | Added |
| 25 | SAGESPRING WEALTH PARTNERS, LLC | $6.8M | 97,136 | Trimmed |