| 1 | MORGAN STANLEY | $101.7M | 830,683 | Added |
| 2 | LPL Financial LLC | $47.1M | 384,716 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $37.0M | 302,642 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $34.5M | 282,254 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $32.2M | 263,113 | Trimmed |
| 6 | UBS Group AG | $21.7M | 177,248 | Added |
| 7 | GOLDMAN SACHS GROUP INC | $12.3M | 100,280 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $11.5M | 94,077 | Added |
| 9 | Prasad Wealth Partners, LLC | $10.3M | 83,752 | Added |
| 10 | PERRYMAN FINANCIAL ADVISORY INC /AD | $9.1M | 74,544 | Added |
| 11 | Cetera Investment Advisers | $8.8M | 71,952 | Added |
| 12 | Janney Montgomery Scott LLC | $8.3M | 68,182 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $8.0M | 65,562 | Added |
| 14 | Royal Bank of Canada | $7.7M | 62,495 | Trimmed |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $7.5M | 61,079 | Trimmed |
| 16 | HighTower Advisors, LLC | $6.6M | 54,198 | Added |
| 17 | PGIM Custom Harvest LLC | $6.1M | 50,233 | Trimmed |
| 18 | OSAIC HOLDINGS, INC. | $4.9M | 40,350 | Added |
| 19 | Paller Financial Services Inc | $4.0M | 32,992 | Trimmed |
| 20 | KINGSWOOD WEALTH ADVISORS, LLC | $4.0M | 32,919 | Added |
| 21 | AMERIPRISE FINANCIAL INC | $4.0M | 32,599 | Trimmed |
| 22 | Baird Financial Group, Inc. | $3.8M | 31,210 | Trimmed |
| 23 | Waverly Advisors, LLC | $3.7M | 30,159 | Added |
| 24 | STIFEL FINANCIAL CORP | $3.3M | 27,258 | Trimmed |
| 25 | Geneos Wealth Management Inc. | $3.3M | 26,754 | Added |