| 1 | BANK OF AMERICA CORP /DE/ | $90.7M | 2.1M | Trimmed |
| 2 | MORGAN STANLEY | $70.0M | 1.6M | Trimmed |
| 3 | AlphaCore Capital LLC | $45.9M | 1.1M | Trimmed |
| 4 | LPL Financial LLC | $39.3M | 912,174 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $34.9M | 809,142 | Added |
| 6 | HighTower Advisors, LLC | $29.6M | 686,681 | Trimmed |
| 7 | Cetera Investment Advisers | $25.2M | 584,321 | Trimmed |
| 8 | Revolve Wealth Partners, LLC | $19.6M | 454,107 | Added |
| 9 | UBS Group AG | $18.1M | 420,618 | Trimmed |
| 10 | CAPTRUST FINANCIAL ADVISORS | $15.2M | 353,215 | Added |
| 11 | Prime Capital Investment Advisors, LLC | $14.0M | 324,190 | Added |
| 12 | One Capital Management, LLC | $12.3M | 305,304 | Hold |
| 13 | Venturi Wealth Management, LLC | $8.1M | 187,054 | Added |
| 14 | Premier Path Wealth Partners, LLC | $7.3M | 170,171 | Added |
| 15 | TSFG, LLC | $6.4M | 148,096 | Added |
| 16 | CGN Advisors LLC | $6.1M | 142,289 | Trimmed |
| 17 | Rockefeller Capital Management L.P. | $6.1M | 141,396 | Trimmed |
| 18 | Corient Private Wealth LLC | $5.7M | 133,441 | Added |
| 19 | Catalyst Investment Management LLC | $5.2M | 121,530 | Added |
| 20 | RAYMOND JAMES FINANCIAL INC | $5.1M | 117,786 | Added |
| 21 | Fourth Dimension Wealth, LLC | $4.9M | 114,507 | Added |
| 22 | Royal Bank of Canada | $4.8M | 110,853 | Trimmed |
| 23 | Kathmere Capital Management, LLC | $4.5M | 104,833 | Trimmed |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.1M | 95,364 | Trimmed |
| 25 | HRT FINANCIAL LP | $3.9M | 90,759 | New |