| 1 | MORGAN STANLEY | $91.0M | 3.8M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $70.0M | 2.9M | Added |
| 3 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $16.8M | 694,627 | Trimmed |
| 4 | UBS Group AG | $14.1M | 580,702 | Added |
| 5 | ACT Advisors, LLC. | $13.5M | 555,558 | Added |
| 6 | LPL Financial LLC | $12.7M | 525,286 | Added |
| 7 | RTD Financial Advisors, Inc. | $12.7M | 524,861 | Added |
| 8 | Pallas Capital Advisors LLC | $9.1M | 374,536 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $7.8M | 321,463 | Added |
| 10 | Gotham Asset Management, LLC | $7.6M | 314,160 | New |
| 11 | Fluent Financial, LLC | $6.8M | 279,633 | Added |
| 12 | OSAIC HOLDINGS, INC. | $5.3M | 217,970 | Added |
| 13 | Rockefeller Capital Management L.P. | $3.8M | 156,253 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 131,607 | Added |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.2M | 130,930 | Added |
| 16 | Vertex Planning Partners, LLC | $3.1M | 128,723 | Added |
| 17 | Royal Bank of Canada | $2.9M | 120,912 | Added |
| 18 | Schneider Downs Wealth Management Advisors, LP | $2.8M | 113,938 | Added |
| 19 | JANE STREET GROUP, LLC | $2.3M | 94,801 | Added |
| 20 | Fiduciary Trust Co | $2.0M | 82,199 | Trimmed |
| 21 | CROBAN | $1.9M | 77,605 | Added |
| 22 | Golden State Wealth Management, LLC | $1.8M | 74,425 | Added |
| 23 | Purus Wealth Management, LLC | $1.8M | 72,795 | Added |
| 24 | BCS Wealth Management | $1.7M | 71,083 | Added |
| 25 | Econ Financial Services Corp | $1.7M | 68,268 | Trimmed |