| 1 | MORGAN STANLEY | $45.5M | 357,203 | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $38.5M | 321,789 | Trimmed |
| 3 | GOLDMAN SACHS GROUP INC | $28.0M | 219,771 | Trimmed |
| 4 | LPL Financial LLC | $20.9M | 164,316 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $18.4M | 144,270 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $16.7M | 130,951 | Added |
| 7 | Royal Bank of Canada | $16.6M | 130,356 | Trimmed |
| 8 | STIFEL FINANCIAL CORP | $12.5M | 98,175 | Trimmed |
| 9 | UBS Group AG | $10.2M | 79,987 | Added |
| 10 | BNP PARIBAS FINANCIAL MARKETS | $8.9M | 69,519 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $8.3M | 65,464 | Added |
| 12 | Sanctuary Advisors, LLC | $8.1M | 63,855 | Added |
| 13 | HighMark Wealth Management LLC | $5.9M | 46,538 | Trimmed |
| 14 | Vise Technologies, Inc. | $4.4M | 34,817 | Trimmed |
| 15 | Biondo Investment Advisors, LLC | $3.8M | 29,822 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $3.5M | 27,345 | Trimmed |
| 17 | Prospera Financial Services Inc | $3.3M | 26,259 | Trimmed |
| 18 | Janney Montgomery Scott LLC | $3.0M | 23,907 | Trimmed |
| 19 | Cetera Investment Advisers | $2.4M | 19,067 | Added |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.2M | 17,352 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 16,826 | Added |
| 22 | 1900 WEALTH MANAGEMENT LLC | $2.0M | 16,082 | Added |
| 23 | Snowden Capital Advisors LLC | $1.9M | 14,708 | Added |
| 24 | Sound Income Strategies, LLC | $1.8M | 14,266 | Added |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.7M | 13,545 | Trimmed |