| 1 | MORGAN STANLEY | $13.3M | 148,498 | Added |
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $9.4M | 104,341 | Added |
| 3 | LPL Financial LLC | $8.3M | 92,322 | Added |
| 4 | UBS Group AG | $6.1M | 68,097 | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $5.1M | 57,290 | Trimmed |
| 6 | Royal Bank of Canada | $4.5M | 50,488 | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $3.5M | 38,558 | Trimmed |
| 8 | Gerber Kawasaki Wealth & Investment Management | $2.8M | 31,666 | Trimmed |
| 9 | Cetera Investment Advisers | $2.3M | 25,760 | Added |
| 10 | YHB Investment Advisors, Inc. | $2.1M | 23,136 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 22,250 | Added |
| 12 | Institute for Wealth Management, LLC. | $1.8M | 20,218 | Trimmed |
| 13 | Penobscot Investment Management Company, Inc. | $1.7M | 19,450 | Hold |
| 14 | Massachusetts Wealth Management | $1.6M | 17,784 | Trimmed |
| 15 | US BANCORP \DE\ | $1.5M | 16,500 | Hold |
| 16 | NewEdge Wealth, LLC | $1.2M | 13,772 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 13,211 | Trimmed |
| 18 | Abbot Financial Management, Inc. | $1.1M | 12,225 | Trimmed |
| 19 | Mariner, LLC | $1.1M | 11,820 | Trimmed |
| 20 | CreativeOne Wealth, LLC | $976,484 | 10,893 | Trimmed |
| 21 | Rockefeller Capital Management L.P. | $956,868 | 10,673 | Added |
| 22 | BENJAMIN EDWARDS INC | $929,414 | 10,363 | Trimmed |
| 23 | JONES FINANCIAL COMPANIES LLLP | $913,562 | 10,186 | Added |
| 24 | RAYMOND JAMES FINANCIAL INC | $904,595 | 10,090 | Trimmed |
| 25 | OSAIC HOLDINGS, INC. | $864,301 | 9,641 | Added |