| 1 | RAYMOND JAMES FINANCIAL INC | $58.4M | 1.2M | Added |
| 2 | LPL Financial LLC | $56.7M | 1.1M | Added |
| 3 | STIFEL FINANCIAL CORP | $50.1M | 993,561 | Added |
| 4 | Royal Bank of Canada | $48.9M | 969,591 | Added |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $42.7M | 846,669 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $29.6M | 586,507 | Added |
| 7 | GREAT VALLEY ADVISOR GROUP, INC. | $27.7M | 549,407 | Added |
| 8 | Janney Montgomery Scott LLC | $23.4M | 464,452 | Added |
| 9 | NKCFO LLC | $21.7M | 430,300 | Hold |
| 10 | Cetera Investment Advisers | $18.9M | 375,461 | Added |
| 11 | Tanglewood Wealth Management, Inc. | $15.7M | 310,761 | Added |
| 12 | Berger Financial Group, Inc | $14.5M | 287,780 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $12.9M | 255,803 | Added |
| 14 | HighTower Advisors, LLC | $12.8M | 253,938 | Added |
| 15 | Richmond Investment Services, LLC | $12.4M | 246,294 | New |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $12.3M | 243,458 | Added |
| 17 | Dakota Wealth Management | $11.1M | 219,460 | Added |
| 18 | Continuum Advisory, LLC | $10.8M | 214,817 | Added |
| 19 | Circle Wealth Management, LLC | $10.5M | 208,580 | New |
| 20 | Geneos Wealth Management Inc. | $9.3M | 184,464 | Added |
| 21 | JANE STREET GROUP, LLC | $9.0M | 179,168 | Added |
| 22 | JONES FINANCIAL COMPANIES LLLP | $8.8M | 178,535 | Added |
| 23 | Sanctuary Advisors, LLC | $7.8M | 154,476 | Added |
| 24 | Kestra Advisory Services, LLC | $7.7M | 152,470 | Added |
| 25 | AVAII WEALTH MANAGEMENT, LLC | $7.5M | 147,850 | New |