| 1 | MORGAN STANLEY | $76.7M | 895,257 | Added |
| 2 | UBS Group AG | $75.2M | 878,150 | Added |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $41.1M | 480,227 | Trimmed |
| 4 | Annex Advisory Services, LLC | $34.3M | 399,979 | Trimmed |
| 5 | LPL Financial LLC | $33.5M | 391,443 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $22.7M | 265,418 | Added |
| 7 | AMERIPRISE FINANCIAL INC | $22.5M | 262,465 | Added |
| 8 | Royal Bank of Canada | $19.1M | 223,445 | Added |
| 9 | ARMSTRONG ADVISORY GROUP, INC | $18.6M | 217,296 | Added |
| 10 | Gray Foundation | $17.6M | 205,000 | Hold |
| 11 | Biltmore Family Office, LLC | $17.3M | 202,125 | Trimmed |
| 12 | Corient Private Wealth LLC | $15.4M | 180,235 | Trimmed |
| 13 | MinichMacGregor Wealth Management, LLC | $15.0M | 175,324 | Trimmed |
| 14 | Carmel Capital Management L.L.C. | $8.6M | 100,490 | Added |
| 15 | NTV Asset Management LLC | $8.1M | 94,395 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $7.0M | 81,419 | Added |
| 17 | Crestwood Advisors Group, LLC | $6.8M | 79,742 | Trimmed |
| 18 | NATIONAL BANK OF CANADA /FI/ | $6.6M | 76,964 | Added |
| 19 | PRINCIPAL SECURITIES, INC. | $6.3M | 73,646 | Added |
| 20 | OSAIC HOLDINGS, INC. | $6.3M | 72,965 | Added |
| 21 | Black Swift Group, LLC | $6.1M | 71,460 | Added |
| 22 | STIFEL FINANCIAL CORP | $5.9M | 68,412 | Added |
| 23 | Cetera Investment Advisers | $5.5M | 64,536 | Added |
| 24 | Stratos Wealth Partners, LTD. | $5.0M | 57,794 | Trimmed |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | $4.5M | 52,295 | Trimmed |