| 1 | MORGAN STANLEY | $61.7M | 824,698 | Added |
| 2 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $28.6M | 380,918 | Added |
| 3 | LPL Financial LLC | $21.9M | 292,100 | Trimmed |
| 4 | B. Riley Wealth Advisors, Inc. | $12.0M | 164,537 | Trimmed |
| 5 | Waterfront Wealth Inc. | $10.0M | 134,277 | Added |
| 6 | Onyx Bridge Wealth Group LLC | $8.6M | 115,061 | Trimmed |
| 7 | STIFEL FINANCIAL CORP | $7.6M | 102,149 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $7.5M | 99,703 | Added |
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $6.5M | 86,640 | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | $5.3M | 70,250 | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $4.9M | 65,373 | Trimmed |
| 12 | Bank of New York Mellon Corp | $4.7M | 62,403 | Trimmed |
| 13 | Legacy Private Trust Co. | $4.0M | 53,870 | Trimmed |
| 14 | Mutual Advisors, LLC | $3.9M | 52,338 | Hold |
| 15 | HighPoint Advisor Group LLC | $3.7M | 49,013 | Trimmed |
| 16 | RAYMOND JAMES FINANCIAL INC | $3.6M | 48,408 | Added |
| 17 | GILL CAPITAL PARTNERS, LLC | $3.4M | 45,057 | Trimmed |
| 18 | MERCER GLOBAL ADVISORS INC /ADV | $3.1M | 41,414 | Hold |
| 19 | OSAIC HOLDINGS, INC. | $2.7M | 36,536 | Trimmed |
| 20 | Kestra Advisory Services, LLC | $2.7M | 35,545 | Trimmed |
| 21 | Baird Financial Group, Inc. | $2.5M | 34,064 | Trimmed |
| 22 | Cetera Investment Advisers | $2.5M | 33,259 | Added |
| 23 | MANCHESTER FINANCIAL INC | $2.4M | 31,488 | Added |
| 24 | Cerity Partners LLC | $2.2M | 29,741 | Trimmed |
| 25 | Duncan Williams Asset Management, LLC | $2.2M | 29,266 | Trimmed |