| 1 | MORGAN STANLEY | $80.3M | 1.1M | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $46.8M | 654,702 | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $42.0M | 587,584 | Added |
| 4 | LPL Financial LLC | $37.2M | 520,338 | Trimmed |
| 5 | SILVER OAK SECURITIES, INCORPORATED | $33.4M | 467,262 | Trimmed |
| 6 | ATLANTIC FAMILY WEALTH, LLC | $27.2M | 381,245 | Trimmed |
| 7 | CWM, LLC | $21.7M | 303,538 | Trimmed |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.3M | 283,727 | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $16.5M | 231,579 | Added |
| 10 | Royal Bank of Canada | $16.2M | 226,861 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $12.7M | 177,935 | Added |
| 12 | Rockefeller Capital Management L.P. | $11.8M | 164,765 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $10.9M | 152,213 | Trimmed |
| 14 | GOLDMAN SACHS GROUP INC | $8.4M | 117,938 | Added |
| 15 | Integrated Wealth Concepts LLC | $7.9M | 110,100 | Added |
| 16 | Garrett Wealth Advisory Group, LLC | $7.8M | 109,621 | Trimmed |
| 17 | AMERIPRISE FINANCIAL INC | $7.8M | 108,905 | Trimmed |
| 18 | UBS Group AG | $7.6M | 106,374 | Added |
| 19 | Private Advisor Group, LLC | $5.7M | 79,961 | Trimmed |
| 20 | Cetera Investment Advisers | $4.6M | 64,832 | Added |
| 21 | Strategic Blueprint, LLC | $4.3M | 59,935 | Added |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3M | 45,551 | Added |
| 23 | NewEdge Advisors, LLC | $2.7M | 57,588 | Trimmed |
| 24 | MATHER GROUP, LLC. | $2.6M | 37,016 | Trimmed |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 36,120 | Trimmed |