| 1 | GOLDMAN SACHS GROUP INC | $20.7M | 102,020 | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $13.3M | 65,619 | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $12.2M | 60,196 | Trimmed |
| 4 | MORGAN STANLEY | $8.0M | 39,574 | Added |
| 5 | Miller Investment Management, LP | $7.8M | 38,226 | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $6.8M | 33,244 | Added |
| 7 | LPL Financial LLC | $6.1M | 30,131 | Added |
| 8 | Conservest Capital Advisors, Inc. | $4.0M | 19,765 | Trimmed |
| 9 | Bleakley Financial Group, LLC | $3.3M | 16,260 | Added |
| 10 | UBS Group AG | $3.2M | 15,809 | Trimmed |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.0M | 14,545 | Trimmed |
| 12 | Paragon Private Wealth Management, LLC | $2.8M | 13,916 | Trimmed |
| 13 | Royal Bank of Canada | $2.7M | 13,403 | Trimmed |
| 14 | Integrated Wealth Concepts LLC | $2.5M | 12,278 | Added |
| 15 | Rockefeller Capital Management L.P. | $2.4M | 11,862 | Hold |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 11,022 | Added |
| 17 | ALTFEST L J & CO INC | $1.8M | 8,706 | Added |
| 18 | CITADEL ADVISORS LLC | $1.7M | 8,163 | Trimmed |
| 19 | Institute for Wealth Management, LLC. | $1.5M | 7,439 | Hold |
| 20 | STIFEL FINANCIAL CORP | $1.5M | 7,435 | Added |
| 21 | PEAPACK GLADSTONE FINANCIAL CORP | $1.3M | 6,588 | Trimmed |
| 22 | Wealthfront Advisers LLC | $1.2M | 5,984 | Trimmed |
| 23 | TWO SIGMA INVESTMENTS, LP | $1.1M | 5,600 | Trimmed |
| 24 | Cerity Partners LLC | $1.1M | 5,543 | Trimmed |
| 25 | Corient Private Wealth LLC | $1.1M | 5,275 | Added |