| 1 | Bank of New York Mellon Corp | $67.5M | 2.3M | Trimmed |
| 2 | LPL Financial LLC | $19.4M | 669,501 | Added |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.1M | 314,899 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $6.8M | 235,313 | Added |
| 5 | Equitable Holdings, Inc. | $5.6M | 193,392 | New |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $4.1M | 139,719 | Added |
| 7 | Trilogy Capital Inc. | $2.2M | 74,277 | Added |
| 8 | FCG Investment Co | $1.7M | 59,632 | New |
| 9 | STIFEL FINANCIAL CORP | $1.7M | 57,743 | New |
| 10 | HighPoint Advisor Group LLC | $1.3M | 44,528 | Added |
| 11 | Smithfield Trust Co | $1.1M | 37,429 | Hold |
| 12 | Rodgers & Associates, LTD | $931,856 | 32,124 | Added |
| 13 | HighTower Advisors, LLC | $860,821 | 29,675 | New |
| 14 | Krilogy Financial LLC | $804,250 | 27,725 | Added |
| 15 | OSAIC HOLDINGS, INC. | $788,810 | 27,190 | Added |
| 16 | Cresset Asset Management, LLC | $584,578 | 20,152 | Added |
| 17 | JANE STREET GROUP, LLC | $581,090 | 20,032 | New |
| 18 | S&A Financial Services, Inc. | $546,339 | 18,834 | New |
| 19 | Integrated Wealth Concepts LLC | $501,050 | 17,272 | New |
| 20 | Cambridge Investment Research Advisors, Inc. | $393,000 | 13,556 | Added |
| 21 | FLAGSHIP HARBOR ADVISORS, LLC | $319,785 | 11,024 | Trimmed |
| 22 | INTEGRITY ALLIANCE, LLC. | $263,299 | 9,076 | Added |
| 23 | Advisory Services Network, LLC | $261,276 | 9,007 | Hold |
| 24 | TRANSCEND CAPITAL ADVISORS, LLC | $254,228 | 8,764 | New |
| 25 | Kestra Advisory Services, LLC | $240,875 | 8,304 | Added |