| 1 | MORGAN STANLEY | $287.9M | 6.4M | Added |
| 2 | LPL Financial LLC | $77.3M | 1.7M | Added |
| 3 | Royal Bank of Canada | $62.6M | 1.4M | Added |
| 4 | CAPTRUST FINANCIAL ADVISORS | $39.7M | 882,053 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $38.5M | 856,383 | Added |
| 6 | Avior Wealth Management, LLC | $31.8M | 708,022 | New |
| 7 | Sovereign Investment Advisors, LLC | $31.3M | 696,182 | Trimmed |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $28.3M | 630,297 | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $26.8M | 595,159 | Added |
| 10 | Bank of New York Mellon Corp | $23.1M | 514,690 | Trimmed |
| 11 | Modern Wealth Management, LLC | $21.0M | 466,169 | Trimmed |
| 12 | Legacy CG, LLC | $19.7M | 437,775 | Added |
| 13 | Stratos Wealth Partners, LTD. | $16.1M | 358,615 | Trimmed |
| 14 | NOTTINGHAM ADVISORS, INC. | $13.5M | 298,421 | Added |
| 15 | Capital Investment Counsel, LLC | $13.5M | 300,440 | New |
| 16 | TWIN FOCUS CAPITAL PARTNERS, LLC | $11.4M | 252,819 | Hold |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $10.9M | 243,399 | Added |
| 18 | MML INVESTORS SERVICES, LLC | $10.1M | 224,112 | Added |
| 19 | Private Advisor Group, LLC | $9.7M | 215,355 | Added |
| 20 | Cetera Investment Advisers | $7.8M | 173,809 | Added |
| 21 | Meridian Wealth Management, LLC | $7.6M | 168,392 | New |
| 22 | Dynamic Advisor Solutions LLC | $7.5M | 166,581 | New |
| 23 | JANE STREET GROUP, LLC | $7.4M | 165,222 | Trimmed |
| 24 | Waterloo Capital, L.P. | $5.7M | 127,511 | Trimmed |
| 25 | WLTH Capital Management, LLC | $5.6M | 125,573 | New |