| 1 | LPL Financial LLC | $176.8M | 5.5M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $123.9M | 3.9M | Added |
| 3 | MORGAN STANLEY | $58.5M | 1.8M | Added |
| 4 | UBS Group AG | $46.0M | 1.4M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $45.1M | 1.4M | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $39.3M | 1.2M | Added |
| 7 | FUKOKU MUTUAL LIFE INSURANCE Co | $34.0M | 1.1M | Hold |
| 8 | AMERIPRISE FINANCIAL INC | $24.2M | 758,558 | Trimmed |
| 9 | AE Wealth Management LLC | $19.9M | 622,667 | Trimmed |
| 10 | PARK NATIONAL CORP /OH/ | $18.7M | 583,714 | Added |
| 11 | Royal Bank of Canada | $17.9M | 560,500 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $17.0M | 530,712 | Added |
| 13 | Janney Montgomery Scott LLC | $17.0M | 529,883 | Added |
| 14 | Cetera Investment Advisers | $16.6M | 518,397 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $14.9M | 465,842 | Added |
| 16 | Focus Financial Network, Inc. | $12.5M | 389,682 | New |
| 17 | JONES FINANCIAL COMPANIES LLLP | $9.3M | 288,074 | Added |
| 18 | Stonebridge Financial Planning Group, LLC | $7.9M | 245,523 | Added |
| 19 | PNC Financial Services Group, Inc. | $7.8M | 245,046 | Added |
| 20 | STIFEL FINANCIAL CORP | $6.5M | 203,506 | Added |
| 21 | IMG Wealth Management, Inc. | $6.3M | 196,254 | Added |
| 22 | OSAIC HOLDINGS, INC. | $5.8M | 180,235 | Added |
| 23 | Oxford Wealth Group, LLC | $5.4M | 169,056 | Added |
| 24 | ForthRight Wealth Management, LLC | $5.3M | 165,594 | Trimmed |
| 25 | Triad Wealth Partners, LLC | $4.2M | 122,204 | New |