| 1 | MORGAN STANLEY | $224.6M | 4.5M | Added |
| 2 | LPL Financial LLC | $84.5M | 1.7M | Added |
| 3 | AMERIPRISE FINANCIAL INC | $62.1M | 1.2M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $62.1M | 1.2M | Added |
| 5 | UBS Group AG | $57.0M | 1.1M | Added |
| 6 | Janney Montgomery Scott LLC | $42.2M | 843,332 | Added |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $41.0M | 821,261 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $37.4M | 748,357 | Added |
| 9 | BENJAMIN EDWARDS INC | $35.8M | 716,315 | Added |
| 10 | Horizon Wealth Management, LLC | $27.6M | 552,439 | Added |
| 11 | WESBANCO BANK INC | $21.3M | 426,545 | Hold |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $15.4M | 307,362 | Added |
| 13 | Cetera Investment Advisers | $14.0M | 280,938 | Added |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.8M | 276,531 | Added |
| 15 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | $12.3M | 245,869 | Added |
| 16 | MML INVESTORS SERVICES, LLC | $10.8M | 216,130 | Added |
| 17 | GREAT VALLEY ADVISOR GROUP, INC. | $8.3M | 166,359 | Added |
| 18 | D.A. DAVIDSON & CO. | $6.4M | 128,884 | Trimmed |
| 19 | Farther Finance Advisors, LLC | $6.2M | 123,469 | Added |
| 20 | FWG Holdings, LLC | $6.0M | 121,823 | Trimmed |
| 21 | Fulton Bank, N.A. | $4.0M | 79,758 | Trimmed |
| 22 | Royal Bank of Canada | $3.7M | 73,155 | Added |
| 23 | BTG Pactual Asset Management US LLC | $3.4M | 65,791 | Added |
| 24 | INDEPENDENT FINANCIAL GROUP, LLC | $3.3M | 65,961 | Added |
| 25 | Private Advisor Group, LLC | $3.2M | 63,529 | Added |