| 1 | BANK OF AMERICA CORP /DE/ | $99.3M | 1.6M | Trimmed |
| 2 | Annex Advisory Services, LLC | $28.9M | 476,282 | New |
| 3 | MORGAN STANLEY | $21.5M | 354,620 | Trimmed |
| 4 | LPL Financial LLC | $20.5M | 338,105 | Added |
| 5 | UBS Group AG | $18.2M | 300,317 | Added |
| 6 | Wharton Business Group, LLC | $17.5M | 288,965 | Trimmed |
| 7 | Royal Bank of Canada | $8.6M | 141,909 | Added |
| 8 | SCOTIA CAPITAL INC. | $7.9M | 129,319 | Trimmed |
| 9 | Nelson Capital Management, LLC | $5.7M | 93,976 | Added |
| 10 | JONES FINANCIAL COMPANIES LLLP | $5.1M | 89,831 | Added |
| 11 | GOLDMAN SACHS GROUP INC | $4.2M | 68,590 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $4.0M | 65,996 | Added |
| 13 | STIFEL FINANCIAL CORP | $3.5M | 57,427 | Added |
| 14 | 1 NORTH WEALTH SERVICES LLC | $3.0M | 48,935 | Added |
| 15 | NorthRock Partners, LLC | $2.9M | 47,878 | Added |
| 16 | Aprio Wealth Management, LLC | $2.9M | 47,456 | Trimmed |
| 17 | CROSSPOINT FINANCIAL, LLC | $2.8M | 46,680 | Trimmed |
| 18 | AE Wealth Management LLC | $2.8M | 46,046 | Added |
| 19 | Janney Montgomery Scott LLC | $2.8M | 45,920 | Trimmed |
| 20 | Lido Advisors, LLC | $2.7M | 44,869 | Added |
| 21 | Gladstone Institutional Advisory LLC | $2.7M | 44,196 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 40,957 | Trimmed |
| 23 | OSAIC HOLDINGS, INC. | $2.3M | 37,719 | Trimmed |
| 24 | RAINIER FAMILY WEALTH INC | $2.1M | 35,395 | Added |
| 25 | Stenham Asset Management Ltd | $2.0M | 32,723 | Added |