| 1 | LPL Financial LLC | $142.7M | 1.3M | Added |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $47.0M | 440,879 | Added |
| 3 | JONES FINANCIAL COMPANIES LLLP | $39.3M | 387,596 | Added |
| 4 | Cetera Investment Advisers | $33.7M | 316,173 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $33.0M | 309,266 | Added |
| 6 | CREATIVE FINANCIAL DESIGNS INC /ADV | $27.3M | 255,763 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $24.4M | 228,557 | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $19.3M | 180,914 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $17.8M | 166,536 | Added |
| 10 | OSAIC HOLDINGS, INC. | $16.6M | 155,772 | Added |
| 11 | RFG Advisory, LLC | $11.3M | 106,244 | Added |
| 12 | MML INVESTORS SERVICES, LLC | $8.3M | 77,989 | Added |
| 13 | Western Wealth Management, LLC | $7.6M | 70,934 | Added |
| 14 | HBW ADVISORY SERVICES LLC | $7.5M | 70,560 | Added |
| 15 | Synergy Investment Management, LLC | $6.6M | 61,495 | Added |
| 16 | JANE STREET GROUP, LLC | $6.4M | 60,000 | Added |
| 17 | TRUIST FINANCIAL CORP | $5.9M | 55,471 | Trimmed |
| 18 | Colonial River Investments, LLC | $5.9M | 55,041 | Added |
| 19 | STIFEL FINANCIAL CORP | $5.4M | 50,425 | Added |
| 20 | HARBOUR INVESTMENTS, INC. | $5.4M | 50,240 | Added |
| 21 | Janney Montgomery Scott LLC | $5.1M | 48,074 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 46,781 | Added |
| 23 | Stratos Wealth Partners, LTD. | $4.6M | 43,275 | Trimmed |
| 24 | KESTRA PRIVATE WEALTH SERVICES, LLC | $4.4M | 40,840 | Added |
| 25 | Royal Bank of Canada | $4.3M | 40,600 | Added |