| 1 | MORGAN STANLEY | $65.9M | 1.5M | Trimmed |
| 2 | Modern Wealth Management, LLC | $28.6M | 648,710 | New |
| 3 | LPL Financial LLC | $26.9M | 609,457 | Trimmed |
| 4 | Vestmark Advisory Solutions, Inc. | $25.1M | 569,810 | Hold |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $10.8M | 244,102 | Added |
| 6 | UBS Group AG | $9.4M | 212,804 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $5.8M | 131,091 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $5.5M | 125,287 | Trimmed |
| 9 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $5.3M | 119,168 | Hold |
| 10 | RAYMOND JAMES FINANCIAL INC | $5.0M | 113,295 | Trimmed |
| 11 | GOLDMAN SACHS GROUP INC | $4.6M | 103,537 | Hold |
| 12 | Ignite Planners, LLC | $4.2M | 94,330 | Added |
| 13 | Cetera Investment Advisers | $3.9M | 87,502 | Added |
| 14 | GUARDIAN WEALTH ADVISORS, LLC / NC | $3.7M | 84,278 | Added |
| 15 | Wealthcare Advisory Partners LLC | $3.4M | 77,225 | Added |
| 16 | Kovack Advisors, Inc. | $2.9M | 65,057 | Added |
| 17 | Kestra Advisory Services, LLC | $2.1M | 47,929 | Trimmed |
| 18 | Ameritas Advisory Services, LLC | $1.9M | 43,551 | Added |
| 19 | OSAIC HOLDINGS, INC. | $1.8M | 40,900 | Trimmed |
| 20 | Harvest Investment Services, LLC | $1.4M | 31,353 | Added |
| 21 | Sanctuary Advisors, LLC | $1.3M | 29,499 | Added |
| 22 | BANK OF AMERICA CORP /DE/ | $1.2M | 26,731 | Added |
| 23 | Gratus Wealth Advisors, LLC | $1.1M | 25,955 | Hold |
| 24 | MML INVESTORS SERVICES, LLC | $1.1M | 25,775 | Added |
| 25 | Regatta Research & Money Management | $1.1M | 25,719 | New |