| 1 | MORGAN STANLEY | $121.5M | 5.8M | Trimmed |
| 2 | LPL Financial LLC | $80.6M | 3.9M | Trimmed |
| 3 | AMERIPRISE FINANCIAL INC | $61.2M | 2.9M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $31.0M | 1.5M | Added |
| 5 | Haven Private, LLC | $24.7M | 1.2M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $21.6M | 1.0M | Added |
| 7 | Concurrent Investment Advisors, LLC | $8.5M | 410,031 | Added |
| 8 | Waverly Advisors, LLC | $7.0M | 334,757 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $6.0M | 290,660 | Added |
| 10 | ARQ WEALTH ADVISORS, LLC | $6.0M | 292,528 | New |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $5.9M | 285,067 | Added |
| 12 | DAYMARK WEALTH PARTNERS, LLC | $5.2M | 247,898 | Added |
| 13 | Royal Bank of Canada | $5.1M | 246,431 | Added |
| 14 | UBS Group AG | $5.0M | 242,081 | Added |
| 15 | Private Advisor Group, LLC | $5.0M | 238,271 | Added |
| 16 | Spartan Wealth Advisory Services LLC | $4.8M | 229,666 | Added |
| 17 | OSAIC HOLDINGS, INC. | $4.1M | 195,462 | Added |
| 18 | Global Wealth Strategies & Associates | $3.7M | 176,439 | Added |
| 19 | Baker Avenue Asset Management, LP | $3.5M | 166,062 | Added |
| 20 | Frederick Financial Consultants, LLC | $3.3M | 158,981 | Added |
| 21 | CAPTRUST FINANCIAL ADVISORS | $3.2M | 152,918 | Added |
| 22 | GENESIS PRIVATE WEALTH, LLC | $2.9M | 141,222 | Added |
| 23 | CENTRAL TRUST Co | $2.8M | 135,384 | Added |
| 24 | Cetera Investment Advisers | $2.6M | 125,856 | Trimmed |
| 25 | Foundations Investment Advisors, LLC | $2.2M | 107,507 | Added |