| 1 | MORGAN STANLEY | $214.1M | 4.8M | Added |
| 2 | LPL Financial LLC | $112.8M | 2.5M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $74.2M | 1.7M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $65.7M | 1.5M | Trimmed |
| 5 | One Capital Management, LLC | $64.5M | 1.4M | Added |
| 6 | Royal Bank of Canada | $64.2M | 1.4M | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $61.1M | 1.4M | Trimmed |
| 8 | FIRST TRUST ADVISORS LP | $57.1M | 1.3M | Added |
| 9 | UBS Group AG | $41.7M | 931,738 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $37.5M | 837,005 | Added |
| 11 | Flaharty Asset Management, LLC | $35.8M | 800,071 | Added |
| 12 | Virtue Capital Management, LLC | $33.9M | 760,329 | Added |
| 13 | Focus Partners Wealth | $29.9M | 667,003 | Added |
| 14 | WELCH & FORBES LLC | $28.3M | 631,873 | Trimmed |
| 15 | Hikari Tsushin, Inc. | $25.5M | 570,196 | Hold |
| 16 | TL Private Wealth | $24.2M | 538,366 | Added |
| 17 | Cyndeo Wealth Partners, LLC | $20.1M | 447,814 | Added |
| 18 | Capital Investment Counsel, LLC | $19.9M | 443,345 | Trimmed |
| 19 | Cetera Investment Advisers | $19.5M | 436,318 | Trimmed |
| 20 | STIFEL FINANCIAL CORP | $16.7M | 372,310 | Trimmed |
| 21 | Fairvoy Private Wealth, LLC | $15.1M | 336,512 | Added |
| 22 | HARBOR ADVISORY CORP /MA/ | $14.4M | 322,007 | Trimmed |
| 23 | OSAIC HOLDINGS, INC. | $13.5M | 300,747 | Trimmed |
| 24 | Concurrent Investment Advisors, LLC | $12.8M | 286,251 | Trimmed |
| 25 | Private Advisor Group, LLC | $12.1M | 270,060 | Trimmed |