| 1 | MORGAN STANLEY | $40.6M | 884,037 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $33.3M | 724,900 | Added |
| 3 | UBS Group AG | $17.6M | 382,023 | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $14.3M | 312,212 | Trimmed |
| 5 | Columbia River Financial Group, LLC | $13.6M | 294,945 | Added |
| 6 | Concord Wealth Partners | $12.1M | 263,359 | Added |
| 7 | Baker Avenue Asset Management, LP | $11.8M | 255,937 | Trimmed |
| 8 | Concord Asset Management, LLC/VA | $11.6M | 251,768 | Added |
| 9 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $10.2M | 221,483 | Added |
| 10 | LPL Financial LLC | $9.8M | 212,224 | Added |
| 11 | OSAIC HOLDINGS, INC. | $6.7M | 144,636 | Added |
| 12 | Focus Partners Wealth | $6.4M | 138,583 | Trimmed |
| 13 | Allen Capital Group, LLC | $6.4M | 138,398 | Trimmed |
| 14 | MML INVESTORS SERVICES, LLC | $5.5M | 119,072 | Added |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.5M | 98,768 | Added |
| 16 | STIFEL FINANCIAL CORP | $4.5M | 98,670 | Trimmed |
| 17 | Royal Bank of Canada | $4.5M | 97,165 | Trimmed |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 84,134 | Added |
| 19 | Mount Lucas Management LP | $3.1M | 67,917 | Added |
| 20 | Cetera Investment Advisers | $3.1M | 67,907 | Added |
| 21 | RAYMOND JAMES FINANCIAL INC | $3.0M | 65,729 | Trimmed |
| 22 | BIP Wealth, LLC | $2.3M | 49,647 | New |
| 23 | Private Advisor Group, LLC | $2.1M | 46,166 | Added |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | $2.1M | 45,764 | Trimmed |
| 25 | JONES FINANCIAL COMPANIES LLLP | $2.0M | 42,772 | Added |