| 1 | MORGAN STANLEY | $20.1M | 1.4M | Added |
| 2 | LPL Financial LLC | $8.7M | 623,849 | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $7.5M | 539,030 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $5.4M | 385,461 | Added |
| 5 | OSAIC HOLDINGS, INC. | $4.6M | 334,001 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $4.3M | 311,831 | Trimmed |
| 7 | UBS Group AG | $3.6M | 257,576 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $2.8M | 204,942 | Trimmed |
| 9 | Mariner, LLC | $2.3M | 166,354 | Added |
| 10 | Royal Bank of Canada | $1.7M | 120,572 | Trimmed |
| 11 | Private Advisor Group, LLC | $1.1M | 77,222 | Added |
| 12 | Cetera Investment Advisers | $898,471 | 64,731 | Added |
| 13 | HighTower Advisors, LLC | $889,721 | 64,101 | Trimmed |
| 14 | Clearstead Advisors, LLC | $723,373 | 52,116 | Trimmed |
| 15 | NWF Advisory Services Inc. | $700,500 | 50,468 | Trimmed |
| 16 | Financial Alternatives, Inc | $607,889 | 43,796 | Hold |
| 17 | FIFTH THIRD BANCORP | $466,090 | 33,580 | Added |
| 18 | WEDBUSH SECURITIES INC | $441,000 | 31,795 | Added |
| 19 | Saxony Capital Management, LLC | $360,910 | 26,002 | Hold |
| 20 | Kestra Advisory Services, LLC | $338,109 | 24,359 | Trimmed |
| 21 | Kapstone Financial Advisors LLC | $328,817 | 23,690 | Hold |
| 22 | LEVEL FOUR ADVISORY SERVICES, LLC | $308,468 | 22,223 | Added |
| 23 | Strategic Wealth Partners, Ltd. | $293,520 | 21,147 | Hold |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $288,343 | 20,774 | Trimmed |
| 25 | AMERIPRISE FINANCIAL INC | $276,698 | 19,935 | Hold |