| 1 | MORGAN STANLEY | $202.6M | 2.2M | Trimmed |
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC | $177.3M | 1.9M | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $59.7M | 651,902 | Trimmed |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $57.9M | 632,633 | Added |
| 5 | LPL Financial LLC | $57.5M | 627,671 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $46.4M | 506,627 | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $35.8M | 391,106 | Trimmed |
| 8 | Royal Bank of Canada | $27.8M | 303,226 | Trimmed |
| 9 | Baird Financial Group, Inc. | $27.6M | 300,972 | Trimmed |
| 10 | UBS Group AG | $24.3M | 265,460 | Trimmed |
| 11 | Modern Wealth Management, LLC | $23.8M | 259,799 | Added |
| 12 | &PARTNERS | $23.3M | 253,581 | Added |
| 13 | TOTH FINANCIAL ADVISORY CORP | $21.4M | 233,281 | Added |
| 14 | AMERIPRISE FINANCIAL INC | $21.2M | 231,524 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $17.3M | 188,567 | Trimmed |
| 16 | FAS Wealth Partners, Inc. | $12.5M | 136,654 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $12.3M | 134,126 | Trimmed |
| 18 | OSAIC HOLDINGS, INC. | $11.6M | 126,373 | Added |
| 19 | Bucket List Wealth Management, LLC | $10.0M | 109,479 | Added |
| 20 | Dogwood Wealth Management LLC | $9.8M | 107,264 | Added |
| 21 | JONES FINANCIAL COMPANIES LLLP | $8.3M | 89,314 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $7.4M | 80,468 | Added |
| 23 | SMITH, MOORE & CO. | $7.3M | 80,021 | Trimmed |
| 24 | Pathstone Holdings, LLC | $6.7M | 72,813 | Added |
| 25 | STIFEL FINANCIAL CORP | $6.4M | 70,148 | Trimmed |