| 1 | MORGAN STANLEY | $188.1M | 3.6M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $186.7M | 3.5M | Added |
| 3 | Boulay Financial Advisors, LLC | $117.9M | 2.2M | Trimmed |
| 4 | CIBC Bancorp USA Inc. | $95.6M | 1.8M | Added |
| 5 | LPL Financial LLC | $84.5M | 1.6M | Added |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $74.2M | 1.4M | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $56.3M | 1.1M | Added |
| 8 | Hennion & Walsh Asset Management, Inc. | $53.3M | 1.0M | Added |
| 9 | Marotta Asset Management | $41.9M | 818,670 | Trimmed |
| 10 | Modern Wealth Management, LLC | $36.9M | 698,040 | New |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $33.8M | 638,317 | Added |
| 12 | AMERIPRISE FINANCIAL INC | $29.4M | 555,590 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $27.1M | 512,188 | Added |
| 14 | Prism Advisors, Inc. | $21.1M | 398,999 | Trimmed |
| 15 | PLANNING ALTERNATIVES LTD /ADV | $20.7M | 391,645 | Added |
| 16 | UBS Group AG | $18.6M | 352,162 | Added |
| 17 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $16.9M | 320,043 | Hold |
| 18 | Savvy Advisors, Inc. | $16.8M | 317,166 | Trimmed |
| 19 | MERCER GLOBAL ADVISORS INC /ADV | $16.4M | 310,423 | Trimmed |
| 20 | Penserra Capital Management LLC | $16.2M | 306,299 | Trimmed |
| 21 | Richard P Slaughter Associates Inc | $13.6M | 257,828 | Added |
| 22 | Sanctuary Advisors, LLC | $13.5M | 254,456 | Trimmed |
| 23 | Royal Bank of Canada | $13.4M | 253,477 | Added |
| 24 | CENTRAL TRUST Co | $13.2M | 248,821 | Trimmed |
| 25 | Private Advisor Group, LLC | $12.7M | 239,370 | Added |