| 1 | MORGAN STANLEY | $218.3M | 1.4M | Trimmed |
| 2 | WELLS FARGO & COMPANY/MN | $128.1M | 802,586 | Trimmed |
| 3 | LPL Financial LLC | $101.2M | 634,074 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $62.4M | 391,041 | Trimmed |
| 5 | Royal Bank of Canada | $47.1M | 295,085 | Added |
| 6 | UBS Group AG | $43.2M | 270,962 | Trimmed |
| 7 | STIFEL FINANCIAL CORP | $24.2M | 151,670 | Trimmed |
| 8 | Kestra Advisory Services, LLC | $21.7M | 136,087 | Added |
| 9 | Granite Bay Wealth Management, LLC | $20.5M | 128,492 | Added |
| 10 | OSAIC HOLDINGS, INC. | $19.7M | 123,270 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $18.9M | 118,527 | Trimmed |
| 12 | Gratus Wealth Advisors, LLC | $17.2M | 107,823 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $13.9M | 86,960 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $13.8M | 86,576 | Trimmed |
| 15 | Corient Private Wealth LLC | $13.6M | 85,319 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $13.2M | 82,793 | Trimmed |
| 17 | CX Institutional | $12.6M | 78,961 | Added |
| 18 | Cetera Investment Advisers | $10.9M | 68,383 | Trimmed |
| 19 | New England Private Wealth Advisors LLC | $10.5M | 69,371 | Added |
| 20 | MML INVESTORS SERVICES, LLC | $9.7M | 60,744 | Added |
| 21 | GOLDMAN SACHS GROUP INC | $9.2M | 57,444 | Trimmed |
| 22 | JPMORGAN CHASE & CO | $8.4M | 52,834 | Trimmed |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8.3M | 52,259 | Added |
| 24 | HighTower Advisors, LLC | $8.1M | 50,976 | Trimmed |
| 25 | JONES FINANCIAL COMPANIES LLLP | $7.7M | 50,087 | Added |