| 1 | JPMORGAN CHASE & CO | $3.95B | 55.7M | Trimmed |
| 2 | MORGAN STANLEY | $192.2M | 2.6M | Trimmed |
| 3 | Integrated Wealth Concepts LLC | $169.3M | 2.3M | Added |
| 4 | JANE STREET GROUP, LLC | $57.6M | 788,305 | New |
| 5 | BANK OF AMERICA CORP /DE/ | $47.6M | 651,227 | Trimmed |
| 6 | Aptus Capital Advisors, LLC | $45.1M | 617,052 | Added |
| 7 | ASSETMARK, INC | $32.1M | 438,550 | Trimmed |
| 8 | Cetera Investment Advisers | $28.1M | 383,821 | Added |
| 9 | OSAIC HOLDINGS, INC. | $26.3M | 359,803 | Trimmed |
| 10 | Perigon Wealth Management, LLC | $24.9M | 340,401 | Trimmed |
| 11 | LPL Financial LLC | $20.2M | 276,753 | Trimmed |
| 12 | Pallas Capital Advisors LLC | $19.0M | 260,154 | Trimmed |
| 13 | Advisory Services Network, LLC | $16.7M | 228,509 | Trimmed |
| 14 | Gateway Wealth Partners, LLC | $16.5M | 225,948 | Added |
| 15 | WNY Asset Management, LLC | $15.2M | 207,264 | Added |
| 16 | NEUBERGER BERMAN GROUP LLC | $15.0M | 204,754 | New |
| 17 | ROTHSCHILD INVESTMENT LLC | $14.2M | 194,077 | Added |
| 18 | Clearstead Advisors, LLC | $13.6M | 186,366 | New |
| 19 | Focus Partners Wealth | $11.6M | 158,607 | Trimmed |
| 20 | RAYMOND JAMES FINANCIAL INC | $11.6M | 158,226 | Added |
| 21 | STONEHAVEN WEALTH & TAX SOLUTIONS, LLC | $11.1M | 151,541 | Added |
| 22 | Graney & King, LLC | $10.8M | 148,332 | Added |
| 23 | Jacobi Capital Management LLC | $8.1M | 110,198 | Added |
| 24 | HSBC HOLDINGS PLC | $8.0M | 109,369 | Trimmed |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $7.7M | 105,903 | Added |