| 1 | AMERIPRISE FINANCIAL INC | $113.5M | 6.2M | Trimmed |
| 2 | LPL Financial LLC | $44.6M | 2.5M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $16.8M | 922,605 | Trimmed |
| 4 | MORGAN STANLEY | $15.8M | 871,399 | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $15.1M | 829,612 | Added |
| 6 | UBS Group AG | $12.5M | 685,843 | Added |
| 7 | Convergence Financial, LLC | $12.4M | 680,631 | Added |
| 8 | Royal Bank of Canada | $6.5M | 356,840 | Added |
| 9 | Hobart Private Capital, LLC | $4.4M | 240,211 | Trimmed |
| 10 | Concurrent Investment Advisors, LLC | $3.8M | 209,952 | Added |
| 11 | CITADEL ADVISORS LLC | $2.1M | 113,876 | Trimmed |
| 12 | Private Advisor Group, LLC | $1.7M | 93,343 | Added |
| 13 | BankPlus Wealth Management LLC | $1.5M | 84,891 | Added |
| 14 | New Insight Wealth Advisors | $1.5M | 79,842 | Trimmed |
| 15 | Millington Financial Advisors, LLC | $1.3M | 74,234 | Added |
| 16 | Pine Valley Investments Ltd Liability Co | $1.2M | 67,979 | Trimmed |
| 17 | RAYMOND JAMES FINANCIAL INC | $1.2M | 66,218 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 60,415 | Added |
| 19 | JANE STREET GROUP, LLC | $701,798 | 38,624 | Trimmed |
| 20 | Acorn Wealth Advisors, LLC | $697,437 | 38,384 | Trimmed |
| 21 | Cetera Investment Advisers | $665,305 | 36,616 | Trimmed |
| 22 | FIRST FOUNDATION ADVISORS | $642,916 | 35,383 | Trimmed |
| 23 | Focus Partners Wealth | $628,018 | 34,564 | Added |
| 24 | OSAIC HOLDINGS, INC. | $609,239 | 33,530 | Added |
| 25 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $598,139 | 32,919 | Added |