| 1 | MORGAN STANLEY | $60.7M | 614,159 | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $34.2M | 346,379 | Trimmed |
| 3 | FIFTH THIRD BANCORP | $22.5M | 227,887 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $20.4M | 206,343 | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $19.7M | 199,729 | Trimmed |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $19.3M | 195,819 | Trimmed |
| 7 | UBS Group AG | $19.1M | 193,295 | Trimmed |
| 8 | Rockefeller Capital Management L.P. | $12.1M | 122,321 | Trimmed |
| 9 | LPL Financial LLC | $11.7M | 118,900 | Trimmed |
| 10 | SILVER OAK SECURITIES, INCORPORATED | $11.1M | 112,475 | Trimmed |
| 11 | Summit Financial, LLC | $8.3M | 83,820 | Added |
| 12 | GOLDMAN SACHS GROUP INC | $7.8M | 78,785 | Added |
| 13 | JONES FINANCIAL COMPANIES LLLP | $5.9M | 59,637 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $5.3M | 53,512 | Trimmed |
| 15 | Royal Bank of Canada | $5.2M | 52,379 | Trimmed |
| 16 | NewEdge Advisors, LLC | $5.0M | 51,001 | Trimmed |
| 17 | Vise Technologies, Inc. | $4.9M | 50,010 | New |
| 18 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $4.7M | 47,741 | Trimmed |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.7M | 47,483 | Added |
| 20 | Larson Financial Group LLC | $4.6M | 46,205 | Trimmed |
| 21 | Integrated Wealth Concepts LLC | $3.7M | 37,410 | Added |
| 22 | AMERIPRISE FINANCIAL INC | $3.6M | 36,403 | Added |
| 23 | OSAIC HOLDINGS, INC. | $3.4M | 34,104 | Trimmed |
| 24 | LEVEL FOUR ADVISORY SERVICES, LLC | $3.2M | 32,395 | Added |
| 25 | Private Advisor Group, LLC | $3.2M | 31,979 | Trimmed |