| 1 | MORGAN STANLEY | $203.7M | 5.0M | Trimmed |
| 2 | LPL Financial LLC | $130.7M | 3.2M | Trimmed |
| 3 | FIRST TRUST ADVISORS LP | $112.4M | 2.8M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $63.8M | 1.6M | Trimmed |
| 5 | UBS Group AG | $38.7M | 953,019 | Trimmed |
| 6 | Royal Bank of Canada | $31.4M | 771,555 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $21.2M | 520,734 | Added |
| 8 | KMG FIDUCIARY PARTNERS, LLC | $16.8M | 413,795 | Added |
| 9 | &PARTNERS | $15.2M | 373,667 | Trimmed |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $13.5M | 331,759 | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $13.4M | 329,945 | Trimmed |
| 12 | STIFEL FINANCIAL CORP | $12.6M | 309,718 | Added |
| 13 | Vestmark Advisory Solutions, Inc. | $11.5M | 282,460 | Trimmed |
| 14 | Cetera Investment Advisers | $10.0M | 246,077 | Added |
| 15 | PARK NATIONAL CORP /OH/ | $9.8M | 242,086 | Trimmed |
| 16 | Janney Montgomery Scott LLC | $9.0M | 221,451 | Trimmed |
| 17 | Clear Creek Financial Management, LLC | $8.7M | 213,297 | Trimmed |
| 18 | ELEVATION POINT WEALTH PARTNERS, LLC | $7.9M | 193,923 | Trimmed |
| 19 | One Capital Management, LLC | $7.1M | 174,899 | Hold |
| 20 | Blackhawk Capital Partners, LLC | $7.0M | 171,989 | New |
| 21 | JANE STREET GROUP, LLC | $5.8M | 143,718 | Trimmed |
| 22 | Fearless Solutions, LLC dba Best Invest | $5.8M | 143,631 | Trimmed |
| 23 | NewEdge Advisors, LLC | $5.5M | 135,843 | Trimmed |
| 24 | HARBOUR INVESTMENTS, INC. | $5.2M | 128,171 | Added |
| 25 | CITIGROUP INC | $5.1M | 125,268 | Trimmed |