| 1 | MORGAN STANLEY | $279.9M | 3.7M | Added |
| 2 | LPL Financial LLC | $172.0M | 2.3M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $62.7M | 827,805 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $42.8M | 564,589 | Added |
| 5 | PNC Financial Services Group, Inc. | $37.3M | 492,625 | Trimmed |
| 6 | Arkadios Wealth Advisors | $35.0M | 461,900 | Added |
| 7 | UBS Group AG | $34.0M | 448,413 | Trimmed |
| 8 | IAG Wealth Partners, LLC | $25.0M | 330,061 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $21.8M | 287,183 | Trimmed |
| 10 | Atlas Private Wealth Advisors | $18.7M | 246,888 | Added |
| 11 | Waverly Advisors, LLC | $17.0M | 224,439 | Added |
| 12 | Stratos Investment Management, LLC | $16.8M | 221,590 | Added |
| 13 | SPWM Advisors LLC | $16.1M | 204,744 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $14.9M | 196,174 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $12.4M | 163,533 | Added |
| 16 | Cullen/Frost Bankers, Inc. | $12.2M | 161,665 | Trimmed |
| 17 | Kestra Advisory Services, LLC | $12.2M | 161,023 | Trimmed |
| 18 | WELLS FARGO & COMPANY/MN | $12.1M | 159,560 | Trimmed |
| 19 | Wharton Business Group, LLC | $11.8M | 155,635 | Hold |
| 20 | Regal Investment Advisors LLC | $10.8M | 142,748 | Added |
| 21 | Royal Bank of Canada | $9.7M | 128,295 | Trimmed |
| 22 | Rockefeller Capital Management L.P. | $9.6M | 127,080 | Added |
| 23 | Ullmann Wealth Partners Group, LLC | $7.8M | 103,489 | Trimmed |
| 24 | CAPTRUST FINANCIAL ADVISORS | $7.8M | 102,602 | Trimmed |
| 25 | Stonebridge Financial Group, LLC | $7.7M | 101,373 | Trimmed |