| 1 | MORGAN STANLEY | $863.9M | 17.2M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $728.1M | 14.5M | Trimmed |
| 3 | LPL Financial LLC | $667.6M | 13.3M | Added |
| 4 | Summit Trail Advisors, LLC | $568.2M | 11.3M | Added |
| 5 | NewEdge Wealth, LLC | $558.9M | 11.1M | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $343.6M | 6.8M | Trimmed |
| 7 | BIP Wealth, LLC | $278.0M | 5.5M | Added |
| 8 | UBS Group AG | $270.1M | 5.4M | Added |
| 9 | CAPTRUST FINANCIAL ADVISORS | $220.2M | 4.4M | Trimmed |
| 10 | AMERIPRISE FINANCIAL INC | $218.7M | 4.3M | Added |
| 11 | KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $214.6M | 4.3M | Added |
| 12 | WELLS FARGO & COMPANY/MN | $200.4M | 4.0M | Added |
| 13 | Royal Bank of Canada | $147.1M | 2.9M | Added |
| 14 | HighTower Advisors, LLC | $124.6M | 2.5M | Added |
| 15 | Serenus Wealth Advisors, LLC | $122.1M | 2.4M | Added |
| 16 | MISSION WEALTH MANAGEMENT, LP | $94.1M | 1.9M | Added |
| 17 | Cetera Investment Advisers | $90.0M | 1.8M | Added |
| 18 | OSAIC HOLDINGS, INC. | $88.4M | 1.8M | Added |
| 19 | Morton Capital Management LLC/CA | $87.6M | 1.7M | Added |
| 20 | Rockefeller Capital Management L.P. | $79.5M | 1.6M | Added |
| 21 | Private Advisor Group, LLC | $78.9M | 1.6M | Trimmed |
| 22 | Kestra Advisory Services, LLC | $75.3M | 1.5M | Trimmed |
| 23 | Encompass More Asset Management | $74.2M | 1.5M | Added |
| 24 | Cardinal Point Capital Management ULC | $72.3M | 1.4M | Trimmed |
| 25 | IHT Wealth Management, LLC | $68.9M | 1.4M | Trimmed |