| 1 | LPL Financial LLC | $107.0M | 3.7M | Added |
| 2 | AE Wealth Management LLC | $71.0M | 2.4M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $62.7M | 2.1M | New |
| 4 | ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | $31.7M | 1.1M | Hold |
| 5 | Rockefeller Capital Management L.P. | $24.6M | 840,637 | Added |
| 6 | CATALYST PRIVATE WEALTH, LLC | $16.9M | 577,473 | Added |
| 7 | Pinnacle Wealth Management, LLC | $13.6M | 463,515 | Added |
| 8 | Marshall Financial Group, LLC | $13.1M | 447,240 | Added |
| 9 | Crusonia Wealth Advisors LLC | $12.2M | 418,178 | New |
| 10 | Mariner, LLC | $11.9M | 405,262 | Added |
| 11 | National Philanthropic Trust | $10.7M | 364,309 | Trimmed |
| 12 | Family Management Corp | $10.5M | 357,213 | Added |
| 13 | Astoria Portfolio Advisors LLC. | $9.7M | 332,564 | Added |
| 14 | FLAGSHIP HARBOR ADVISORS, LLC | $9.7M | 329,729 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $8.7M | 297,971 | Added |
| 16 | Owl Creek Wealth Partners LLC | $8.7M | 297,715 | New |
| 17 | Stratos Investment Management, LLC | $8.5M | 290,647 | Added |
| 18 | MML INVESTORS SERVICES, LLC | $7.9M | 268,782 | Added |
| 19 | Hobbs Group Advisors, LLC | $7.0M | 238,443 | Added |
| 20 | Alpha Financial Partners, LLC | $6.6M | 225,175 | Added |
| 21 | Atria Investments, Inc | $6.5M | 220,574 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $6.4M | 218,122 | Added |
| 23 | SMART Wealth LLC | $6.4M | 216,960 | Added |
| 24 | Savvy Advisors, Inc. | $6.1M | 206,833 | Added |
| 25 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $5.7M | 194,734 | Trimmed |