| 1 | MORGAN STANLEY | $38.9M | 852,233 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $32.2M | 706,691 | Trimmed |
| 3 | UBS Group AG | $17.9M | 391,580 | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $16.3M | 356,605 | Trimmed |
| 5 | Columbia River Financial Group, LLC | $13.4M | 293,503 | Added |
| 6 | Baker Avenue Asset Management, LP | $11.9M | 260,457 | Added |
| 7 | Concord Wealth Partners | $11.6M | 254,362 | Added |
| 8 | Concord Asset Management, LLC/VA | $11.3M | 248,172 | Added |
| 9 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $10.0M | 220,321 | Added |
| 10 | LPL Financial LLC | $8.7M | 189,918 | Trimmed |
| 11 | Focus Partners Wealth | $6.8M | 148,928 | Added |
| 12 | Allen Capital Group, LLC | $6.3M | 139,179 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $5.4M | 118,699 | Added |
| 14 | STIFEL FINANCIAL CORP | $4.8M | 105,203 | Trimmed |
| 15 | Royal Bank of Canada | $4.7M | 103,394 | Trimmed |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.7M | 81,633 | Added |
| 17 | MML INVESTORS SERVICES, LLC | $3.5M | 76,133 | Trimmed |
| 18 | RAYMOND JAMES FINANCIAL INC | $3.1M | 68,559 | Added |
| 19 | Cetera Investment Advisers | $3.1M | 67,595 | Trimmed |
| 20 | Mount Lucas Management LP | $2.9M | 64,345 | Trimmed |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 56,980 | Trimmed |
| 22 | Red Tortoise LLC | $2.2M | 48,930 | Added |
| 23 | WealthShield Partners, LLC | $2.2M | 47,215 | Trimmed |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | $2.1M | 46,177 | Trimmed |
| 25 | Private Advisor Group, LLC | $2.0M | 43,251 | Trimmed |