| 1 | MORGAN STANLEY | $71.2M | 835,854 | Added |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $32.6M | 382,408 | Added |
| 3 | LPL Financial LLC | $21.7M | 254,981 | Trimmed |
| 4 | B. Riley Wealth Advisors, Inc. | $13.8M | 162,845 | Trimmed |
| 5 | Waterfront Wealth Inc. | $12.2M | 140,866 | Added |
| 6 | Onyx Bridge Wealth Group LLC | $9.8M | 114,928 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $8.1M | 95,565 | Trimmed |
| 8 | STIFEL FINANCIAL CORP | $7.9M | 93,070 | Trimmed |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7.3M | 85,749 | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | $6.0M | 70,162 | Trimmed |
| 11 | BANK OF AMERICA CORP /DE/ | $5.4M | 63,269 | Trimmed |
| 12 | Bank of New York Mellon Corp | $5.3M | 61,728 | Trimmed |
| 13 | Mutual Advisors, LLC | $4.5M | 52,318 | Trimmed |
| 14 | Legacy Private Trust Co. | $4.4M | 51,526 | Trimmed |
| 15 | HighPoint Advisor Group LLC | $4.2M | 49,131 | Added |
| 16 | RAYMOND JAMES FINANCIAL INC | $4.1M | 48,300 | Trimmed |
| 17 | GILL CAPITAL PARTNERS, LLC | $3.7M | 43,670 | Trimmed |
| 18 | OSAIC HOLDINGS, INC. | $3.6M | 42,374 | Added |
| 19 | MANCHESTER FINANCIAL INC | $3.0M | 34,819 | Added |
| 20 | Kestra Advisory Services, LLC | $2.9M | 34,283 | Trimmed |
| 21 | Baird Financial Group, Inc. | $2.8M | 33,144 | Trimmed |
| 22 | Cetera Investment Advisers | $2.8M | 32,589 | Trimmed |
| 23 | Cerity Partners LLC | $2.5M | 29,660 | Trimmed |
| 24 | Duncan Williams Asset Management, LLC | $2.5M | 29,276 | Added |
| 25 | HCR Wealth Advisors | $2.2M | 25,714 | Hold |