| 1 | BANK OF AMERICA CORP /DE/ | $140.6M | 1.5M | Added |
| 2 | MORGAN STANLEY | $115.7M | 1.2M | Added |
| 3 | LPL Financial LLC | $85.5M | 917,128 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $34.5M | 369,580 | Trimmed |
| 5 | 626 Financial, LLC | $28.5M | 305,791 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $26.2M | 280,648 | Added |
| 7 | Connecticut Wealth Management, LLC | $24.9M | 266,740 | Trimmed |
| 8 | Pinnacle Financial Group, LLC / IL | $22.4M | 240,721 | Trimmed |
| 9 | Kestra Advisory Services, LLC | $18.9M | 202,645 | Trimmed |
| 10 | Retirement Planning Group, LLC | $18.8M | 201,901 | Trimmed |
| 11 | HighTower Advisors, LLC | $15.1M | 162,333 | Trimmed |
| 12 | Cetera Investment Advisers | $13.6M | 145,767 | Added |
| 13 | Savvy Advisors, Inc. | $13.1M | 141,011 | New |
| 14 | AMERIPRISE FINANCIAL INC | $12.8M | 137,083 | Trimmed |
| 15 | Foundations Investment Advisors, LLC | $11.8M | 126,855 | Added |
| 16 | OSAIC HOLDINGS, INC. | $11.6M | 123,901 | Added |
| 17 | Vertex Planning Partners, LLC | $10.9M | 117,050 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $10.0M | 106,942 | Added |
| 19 | UBS Group AG | $8.9M | 95,533 | Trimmed |
| 20 | Melone Private Wealth, LLC | $7.7M | 83,013 | Trimmed |
| 21 | Integrated Wealth Concepts LLC | $7.4M | 79,596 | Added |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $7.2M | 76,971 | Added |
| 23 | JPMORGAN CHASE & CO | $7.1M | 75,908 | Added |
| 24 | Vestmark Advisory Solutions, Inc. | $6.7M | 71,954 | Hold |
| 25 | Atria Investments, Inc | $6.1M | 64,983 | Trimmed |