| 1 | MORGAN STANLEY | $220.0M | 4.9M | Added |
| 2 | LPL Financial LLC | $124.7M | 2.8M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $74.7M | 1.7M | Added |
| 4 | Royal Bank of Canada | $67.3M | 1.5M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $65.7M | 1.5M | Added |
| 6 | One Capital Management, LLC | $64.5M | 1.4M | Hold |
| 7 | RAYMOND JAMES FINANCIAL INC | $64.4M | 1.4M | Added |
| 8 | FIRST TRUST ADVISORS LP | $58.0M | 1.3M | Added |
| 9 | UBS Group AG | $42.0M | 937,444 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $39.6M | 884,010 | Added |
| 11 | Modern Wealth Management, LLC | $34.3M | 767,322 | New |
| 12 | Focus Partners Wealth | $29.9M | 669,136 | Added |
| 13 | Virtue Capital Management, LLC | $28.5M | 637,860 | Trimmed |
| 14 | WELCH & FORBES LLC | $26.7M | 597,151 | Trimmed |
| 15 | Concurrent Investment Advisors, LLC | $26.6M | 593,455 | Added |
| 16 | TL Private Wealth | $26.0M | 579,910 | Added |
| 17 | Hikari Tsushin, Inc. | $25.5M | 570,196 | Hold |
| 18 | Cyndeo Wealth Partners, LLC | $21.0M | 469,326 | Added |
| 19 | Cetera Investment Advisers | $20.4M | 455,074 | Added |
| 20 | Capital Investment Counsel, LLC | $19.7M | 439,221 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $16.9M | 378,082 | Added |
| 22 | STIFEL FINANCIAL CORP | $16.2M | 362,078 | Trimmed |
| 23 | Fairvoy Private Wealth, LLC | $16.1M | 359,184 | Added |
| 24 | RPg Family Wealth Advisory, LLC | $14.8M | 331,029 | Added |
| 25 | HARBOR ADVISORY CORP /MA/ | $14.7M | 328,444 | Added |