| 1 | RAYMOND JAMES FINANCIAL INC | $22.3M | 584,387 | Added |
| 2 | MORGAN STANLEY | $19.1M | 500,813 | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $14.8M | 389,675 | Added |
| 4 | LPL Financial LLC | $14.8M | 389,363 | Added |
| 5 | Gross & Hartman Investments LLC | $13.6M | 356,235 | Added |
| 6 | Safe Harbor Family Capital, LLC | $9.6M | 252,052 | Added |
| 7 | Advisors Asset Management, Inc. | $9.5M | 249,802 | Added |
| 8 | HighTower Advisors, LLC | $8.1M | 212,479 | Added |
| 9 | GOLDMAN SACHS GROUP INC | $7.7M | 203,211 | Trimmed |
| 10 | BANK OF AMERICA CORP /DE/ | $7.3M | 190,492 | Trimmed |
| 11 | Mariner, LLC | $7.1M | 185,174 | Added |
| 12 | AMERIPRISE FINANCIAL INC | $5.8M | 151,816 | Added |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $5.4M | 142,363 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $4.4M | 115,428 | Added |
| 15 | BRASADA CAPITAL MANAGEMENT, LP | $4.2M | 111,189 | Trimmed |
| 16 | Aspire Capital Advisors LLC | $4.1M | 107,865 | Added |
| 17 | Private Wealth Advisors, LLC | $3.8M | 100,117 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $3.7M | 97,898 | Added |
| 19 | STIFEL FINANCIAL CORP | $3.7M | 96,419 | Added |
| 20 | Castle Rock Wealth Management, LLC | $3.7M | 97,339 | Trimmed |
| 21 | Cetera Investment Advisers | $3.3M | 87,894 | Added |
| 22 | UBS Group AG | $2.9M | 76,305 | Added |
| 23 | Arax Advisory Partners | $2.7M | 70,212 | Added |
| 24 | Sanctuary Advisors, LLC | $2.6M | 68,131 | Trimmed |
| 25 | Corient Private Wealth LLC | $2.5M | 64,736 | Trimmed |