| 1 | MORGAN STANLEY | $218.2M | 4.5M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $76.1M | 1.6M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $73.1M | 1.5M | Trimmed |
| 4 | LPL Financial LLC | $58.8M | 1.2M | Trimmed |
| 5 | Hennion & Walsh Asset Management, Inc. | $50.5M | 1.0M | Added |
| 6 | Royal Bank of Canada | $48.7M | 1.0M | Trimmed |
| 7 | Capital Investment Advisors, LLC | $39.8M | 825,879 | Trimmed |
| 8 | WELLS FARGO & COMPANY/MN | $34.2M | 709,561 | Trimmed |
| 9 | Sanctuary Advisors, LLC | $15.4M | 320,220 | Added |
| 10 | Pine Valley Investments Ltd Liability Co | $13.9M | 287,723 | Added |
| 11 | Steward Partners Investment Advisory, LLC | $10.6M | 220,274 | Trimmed |
| 12 | HighTower Advisors, LLC | $9.3M | 193,169 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $8.9M | 185,286 | Added |
| 14 | MJP ASSOCIATES INC /ADV | $8.7M | 179,938 | Added |
| 15 | Advisor OS, LLC | $8.7M | 179,938 | Added |
| 16 | Prosperity Financial Group, Inc. | $7.5M | 155,650 | Added |
| 17 | SageGuard Financial Group, LLC | $7.3M | 152,134 | Added |
| 18 | OSAIC HOLDINGS, INC. | $7.1M | 146,321 | Added |
| 19 | PFG Investments, LLC | $5.9M | 123,346 | Trimmed |
| 20 | IHT Wealth Management, LLC | $5.1M | 105,259 | Trimmed |
| 21 | Integrated Wealth Concepts LLC | $5.1M | 104,975 | Added |
| 22 | Maridea Wealth Management LLC | $4.7M | 98,144 | Added |
| 23 | Coral Wealth Management, LLC | $4.6M | 95,393 | New |
| 24 | Bank of New York Mellon Corp | $4.2M | 86,498 | Trimmed |
| 25 | PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | $3.4M | 71,082 | Added |