| 1 | MORGAN STANLEY | $162.7M | 1.1M | Added |
| 2 | LPL Financial LLC | $152.3M | 1.0M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $103.6M | 708,174 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $64.1M | 438,102 | Trimmed |
| 5 | Royal Bank of Canada | $43.3M | 295,647 | Added |
| 6 | Cetera Investment Advisers | $30.7M | 209,531 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $30.5M | 208,405 | Added |
| 8 | UBS Group AG | $29.1M | 199,156 | Trimmed |
| 9 | Baird Financial Group, Inc. | $23.5M | 160,820 | Added |
| 10 | Three Cord True Wealth Management, LLC | $21.2M | 144,922 | Added |
| 11 | HighTower Advisors, LLC | $17.7M | 121,039 | Added |
| 12 | STIFEL FINANCIAL CORP | $13.1M | 89,452 | Trimmed |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.6M | 79,122 | Added |
| 14 | Per Stirling Capital Management, LLC. | $11.6M | 78,951 | Added |
| 15 | Kestra Advisory Services, LLC | $10.7M | 73,328 | Trimmed |
| 16 | PERRYMAN FINANCIAL ADVISORY INC /AD | $10.4M | 71,100 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $10.0M | 68,565 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $9.9M | 67,339 | Added |
| 19 | Chicago Partners Investment Group LLC | $8.5M | 59,338 | Trimmed |
| 20 | OSAIC HOLDINGS, INC. | $7.6M | 52,136 | Trimmed |
| 21 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.9M | 47,086 | Added |
| 22 | Sanctuary Advisors, LLC | $6.6M | 45,154 | Added |
| 23 | D.A. DAVIDSON & CO. | $6.5M | 44,427 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $5.9M | 40,474 | Added |
| 25 | Stratos Wealth Partners, LTD. | $5.8M | 39,903 | Added |