| 1 | RAYMOND JAMES FINANCIAL INC | $42.8M | 4.5M | Added |
| 2 | MORGAN STANLEY | $32.4M | 3.4M | Added |
| 3 | GUGGENHEIM CAPITAL LLC | $22.7M | 2.4M | Added |
| 4 | Invesco Ltd. | $22.3M | 2.3M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $22.1M | 2.3M | Trimmed |
| 6 | LPL Financial LLC | $18.3M | 1.9M | Added |
| 7 | STIFEL FINANCIAL CORP | $10.6M | 1.1M | Trimmed |
| 8 | Waterfront Wealth Inc. | $8.2M | 848,328 | Added |
| 9 | Royal Bank of Canada | $7.7M | 801,250 | Trimmed |
| 10 | UBS Group AG | $6.2M | 646,120 | Trimmed |
| 11 | Janney Montgomery Scott LLC | $5.9M | 618,636 | Trimmed |
| 12 | Boothe Investment Group, Inc. | $5.7M | 599,840 | Added |
| 13 | BANK OF AMERICA CORP /DE/ | $5.4M | 560,315 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $5.2M | 547,128 | Added |
| 15 | Steward Partners Investment Advisory, LLC | $4.1M | 428,587 | Added |
| 16 | Cerity Partners LLC | $3.3M | 346,195 | Trimmed |
| 17 | Baird Financial Group, Inc. | $2.6M | 276,049 | Trimmed |
| 18 | AMERIPRISE FINANCIAL INC | $2.4M | 249,494 | Trimmed |
| 19 | Cetera Investment Advisers | $2.4M | 249,142 | Added |
| 20 | Shaker Financial Services, LLC | $2.3M | 238,938 | Added |
| 21 | Hennion & Walsh Asset Management, Inc. | $2.1M | 218,001 | Trimmed |
| 22 | Allspring Global Investments Holdings, LLC | $1.8M | 185,675 | Hold |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 156,674 | Trimmed |
| 24 | Capital Investment Advisory Services, LLC | $1.4M | 146,047 | Added |
| 25 | NewEdge Advisors, LLC | $1.2M | 130,565 | Trimmed |