| 1 | MORGAN STANLEY | $419.5M | 5.5M | Trimmed |
| 2 | LPL Financial LLC | $250.3M | 3.3M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $184.3M | 2.4M | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $132.5M | 1.7M | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $128.7M | 1.7M | Trimmed |
| 6 | UBS Group AG | $91.1M | 1.2M | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $87.8M | 1.2M | Trimmed |
| 8 | Royal Bank of Canada | $56.3M | 742,094 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $49.1M | 646,596 | Trimmed |
| 10 | Proactive Wealth Strategies LLC | $45.9M | 604,871 | Trimmed |
| 11 | Prospera Financial Services Inc | $45.2M | 596,001 | Trimmed |
| 12 | Concurrent Investment Advisors, LLC | $43.1M | 568,217 | Added |
| 13 | NewEdge Advisors, LLC | $41.9M | 552,680 | Added |
| 14 | Janney Montgomery Scott LLC | $37.0M | 487,338 | New |
| 15 | &PARTNERS | $36.6M | 517,054 | Added |
| 16 | SARD WEALTH MANAGEMENT GROUP, LLC | $36.3M | 478,783 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $36.2M | 477,376 | Trimmed |
| 18 | STIFEL FINANCIAL CORP | $31.6M | 416,105 | Trimmed |
| 19 | Cetera Investment Advisers | $30.6M | 403,313 | Trimmed |
| 20 | Rockefeller Capital Management L.P. | $30.0M | 395,929 | Trimmed |
| 21 | D.A. DAVIDSON & CO. | $29.9M | 393,649 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $27.5M | 362,245 | Trimmed |
| 23 | BENJAMIN EDWARDS INC | $21.7M | 285,409 | Trimmed |
| 24 | Baird Financial Group, Inc. | $21.4M | 282,564 | Trimmed |
| 25 | Madrona Financial Services, LLC | $19.3M | 254,309 | Added |