| 1 | RAYMOND JAMES FINANCIAL INC | $28.3M | 1.0M | Added |
| 2 | MORGAN STANLEY | $27.4M | 991,440 | Added |
| 3 | 1607 Capital Partners, LLC | $26.2M | 946,952 | Added |
| 4 | UBS Group AG | $25.0M | 902,526 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $22.6M | 817,695 | Trimmed |
| 6 | McGowan Group Asset Management, Inc. | $21.5M | 777,149 | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $21.1M | 763,634 | Added |
| 8 | Joel Isaacson & Co., LLC | $20.1M | 727,304 | Trimmed |
| 9 | LPL Financial LLC | $14.9M | 538,364 | Added |
| 10 | Stratos Wealth Partners, LTD. | $12.0M | 433,686 | Trimmed |
| 11 | Karpus Management, Inc. | $11.4M | 412,721 | Trimmed |
| 12 | GUGGENHEIM CAPITAL LLC | $10.4M | 375,585 | Trimmed |
| 13 | Kingstone Capital Partners Texas, LLC | $10.2M | 369,491 | Added |
| 14 | OSAIC HOLDINGS, INC. | $8.7M | 314,076 | Added |
| 15 | Private Advisor Group, LLC | $6.8M | 247,099 | Added |
| 16 | AMERIPRISE FINANCIAL INC | $6.4M | 229,857 | Trimmed |
| 17 | Advisors Asset Management, Inc. | $6.1M | 218,584 | Trimmed |
| 18 | Rockefeller Capital Management L.P. | $5.8M | 208,410 | Added |
| 19 | Royal Bank of Canada | $5.4M | 196,431 | Added |
| 20 | Cetera Investment Advisers | $4.8M | 172,878 | Added |
| 21 | Steward Partners Investment Advisory, LLC | $4.4M | 159,161 | Added |
| 22 | FIRST TRUST ADVISORS LP | $4.3M | 156,281 | Added |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.2M | 153,941 | Added |
| 24 | &PARTNERS | $4.1M | 146,491 | Added |
| 25 | LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | $3.6M | 128,835 | Added |