| 1 | MORGAN STANLEY | $210.0M | 1.7M | Trimmed |
| 2 | LPL Financial LLC | $130.0M | 1.1M | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $81.6M | 667,457 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $79.3M | 648,368 | Trimmed |
| 5 | FIFTH THIRD BANCORP | $45.3M | 370,698 | Trimmed |
| 6 | HOWARD FINANCIAL SERVICES, LTD. | $40.1M | 327,925 | Trimmed |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $31.6M | 258,031 | Trimmed |
| 8 | Campbell Deegan Wealth Management, LLC | $24.2M | 197,674 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $22.3M | 182,053 | Trimmed |
| 10 | Coastal Bridge Advisors, LLC | $19.9M | 162,594 | Trimmed |
| 11 | GOLDMAN SACHS GROUP INC | $18.5M | 151,554 | Added |
| 12 | JONES FINANCIAL COMPANIES LLLP | $17.4M | 143,288 | Added |
| 13 | OSAIC HOLDINGS, INC. | $16.8M | 137,369 | Trimmed |
| 14 | Creative Planning | $16.5M | 134,909 | Trimmed |
| 15 | UBS Group AG | $15.3M | 125,287 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $15.0M | 122,668 | Added |
| 17 | Royal Bank of Canada | $14.8M | 120,801 | Trimmed |
| 18 | Darrow Company, Inc. | $13.9M | 113,925 | Added |
| 19 | WESCAP Management Group, Inc. | $13.9M | 113,777 | Trimmed |
| 20 | Longview Financial Advisors, Inc. | $13.9M | 113,518 | Added |
| 21 | Cetera Investment Advisers | $13.5M | 110,737 | Trimmed |
| 22 | FLAGSHIP HARBOR ADVISORS, LLC | $13.5M | 110,158 | Added |
| 23 | Modern Wealth Management, LLC | $13.4M | 109,204 | Trimmed |
| 24 | WELLS FARGO & COMPANY/MN | $12.3M | 100,981 | Trimmed |
| 25 | Cedar Wealth Management, LLC | $12.3M | 100,836 | Trimmed |