| 1 | MORGAN STANLEY | $57.0M | 501,674 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $53.9M | 474,272 | Added |
| 3 | WELLS FARGO & COMPANY/MN | $52.6M | 462,536 | Trimmed |
| 4 | Cetera Investment Advisers | $48.3M | 424,978 | Added |
| 5 | LPL Financial LLC | $45.1M | 396,419 | Trimmed |
| 6 | Linscomb Wealth, Inc. | $32.9M | 289,052 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $26.7M | 235,268 | Added |
| 8 | MB, LEVIS & ASSOCIATES, LLC | $18.0M | 158,666 | Added |
| 9 | Focus Partners Wealth | $16.4M | 144,531 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $14.0M | 123,250 | Added |
| 11 | GOLDMAN SACHS GROUP INC | $13.1M | 114,895 | Added |
| 12 | AMERIPRISE FINANCIAL INC | $12.3M | 108,599 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $12.3M | 107,831 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $11.0M | 97,102 | Added |
| 15 | UBS Group AG | $10.3M | 90,675 | Added |
| 16 | Stonebridge Wealth Management, LLC | $9.7M | 85,714 | Added |
| 17 | NewEdge Advisors, LLC | $9.1M | 80,276 | Added |
| 18 | Evanson Financial, LLC | $8.7M | 76,243 | New |
| 19 | Mariner, LLC | $8.3M | 72,592 | Trimmed |
| 20 | Royal Bank of Canada | $7.9M | 69,704 | Added |
| 21 | Stratos Wealth Partners, LTD. | $7.6M | 66,622 | Added |
| 22 | 1 NORTH WEALTH SERVICES LLC | $7.4M | 65,441 | Added |
| 23 | JPMORGAN CHASE & CO | $7.4M | 64,790 | Added |
| 24 | Global Retirement Partners, LLC | $7.3M | 64,319 | Added |
| 25 | Private Advisor Group, LLC | $7.1M | 62,669 | Added |