| 1 | MORGAN STANLEY | $86.5M | 2.3M | Added |
| 2 | BENJAMIN EDWARDS INC | $35.3M | 932,852 | Trimmed |
| 3 | SilverOak Wealth Management LLC | $10.0M | 265,257 | New |
| 4 | WELLS FARGO & COMPANY/MN | $8.0M | 211,549 | Added |
| 5 | OSAIC HOLDINGS, INC. | $3.5M | 93,711 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 78,985 | Trimmed |
| 7 | STIFEL FINANCIAL CORP | $2.6M | 67,575 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $1.5M | 38,817 | Trimmed |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.4M | 37,409 | Trimmed |
| 10 | LPL Financial LLC | $1.1M | 28,918 | Trimmed |
| 11 | Shum Financial Group, Inc. | $944,751 | 25,000 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $441,000 | 11,667 | Trimmed |
| 13 | Royal Bank of Canada | $416,000 | 11,016 | Hold |
| 14 | Merit Financial Group, LLC | $356,836 | 9,443 | New |
| 15 | Equitable Holdings, Inc. | $298,660 | 7,903 | Added |
| 16 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $278,710 | 7,375 | Added |
| 17 | Fifth Third Securities, Inc. | $214,420 | 5,674 | Trimmed |
| 18 | NewEdge Advisors, LLC | $161,358 | 4,270 | New |
| 19 | Godfrey Financial Associates, Inc. | $47,124 | 1,247 | Hold |
| 20 | HARBOR INVESTMENT ADVISORY, LLC | $44,970 | 1,190 | Hold |
| 21 | JONES FINANCIAL COMPANIES LLLP | $20,049 | 529 | New |
| 22 | IFP Advisors, Inc | $14,814 | 392 | Hold |
| 23 | FIFTH THIRD BANCORP | $5,668 | 150 | Hold |
| 24 | CAPTRUST FINANCIAL ADVISORS | $0 | 0 | Exited |
| 25 | JANE STREET GROUP, LLC | $0 | 0 | Exited |