| 1 | MORGAN STANLEY | $138.7M | 1.1M | Added |
| 2 | LPL Financial LLC | $123.5M | 962,684 | Added |
| 3 | WELLS FARGO & COMPANY/MN | $92.3M | 719,915 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $56.6M | 441,555 | Trimmed |
| 5 | Royal Bank of Canada | $35.1M | 273,951 | Added |
| 6 | UBS Group AG | $26.6M | 207,676 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $26.4M | 205,567 | Added |
| 8 | Cetera Investment Advisers | $25.4M | 198,133 | Added |
| 9 | Baird Financial Group, Inc. | $20.1M | 156,988 | Trimmed |
| 10 | Three Cord True Wealth Management, LLC | $17.5M | 136,778 | Added |
| 11 | HighTower Advisors, LLC | $15.5M | 120,617 | Trimmed |
| 12 | STIFEL FINANCIAL CORP | $11.7M | 90,925 | Added |
| 13 | Per Stirling Capital Management, LLC. | $9.9M | 76,851 | Added |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.8M | 76,389 | Added |
| 15 | Kestra Advisory Services, LLC | $9.5M | 73,929 | Trimmed |
| 16 | PERRYMAN FINANCIAL ADVISORY INC /AD | $9.0M | 70,208 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 67,449 | Added |
| 18 | Chicago Partners Investment Group LLC | $8.3M | 60,065 | Added |
| 19 | OSAIC HOLDINGS, INC. | $6.9M | 54,085 | Trimmed |
| 20 | KESTRA PRIVATE WEALTH SERVICES, LLC | $6.0M | 46,614 | Added |
| 21 | D.A. DAVIDSON & CO. | $5.7M | 44,370 | Trimmed |
| 22 | Sanctuary Advisors, LLC | $5.5M | 43,191 | Trimmed |
| 23 | Stratos Wealth Partners, LTD. | $5.1M | 39,760 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $4.9M | 38,025 | Trimmed |
| 25 | Western Wealth Management, LLC | $4.8M | 37,693 | Added |