| 1 | MORGAN STANLEY | $338.0M | 5.6M | Trimmed |
| 2 | WELLS FARGO & COMPANY/MN | $194.8M | 3.2M | Trimmed |
| 3 | LPL Financial LLC | $187.4M | 3.1M | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $111.7M | 1.8M | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $107.7M | 1.8M | Trimmed |
| 6 | UBS Group AG | $75.8M | 1.3M | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $71.4M | 1.2M | Trimmed |
| 8 | Royal Bank of Canada | $45.8M | 757,619 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $43.6M | 720,873 | Trimmed |
| 10 | Prospera Financial Services Inc | $38.2M | 631,578 | Trimmed |
| 11 | Proactive Wealth Strategies LLC | $36.8M | 609,498 | Added |
| 12 | Concurrent Investment Advisors, LLC | $34.0M | 562,364 | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $31.5M | 521,319 | Trimmed |
| 14 | SARD WEALTH MANAGEMENT GROUP, LLC | $28.3M | 468,254 | Trimmed |
| 15 | STIFEL FINANCIAL CORP | $25.5M | 422,656 | Trimmed |
| 16 | Rockefeller Capital Management L.P. | $25.1M | 415,510 | Added |
| 17 | Cetera Investment Advisers | $24.4M | 403,640 | Added |
| 18 | D.A. DAVIDSON & CO. | $24.1M | 398,503 | Trimmed |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $23.5M | 389,192 | Added |
| 20 | Private Advisor Group, LLC | $20.9M | 346,335 | Added |
| 21 | Baird Financial Group, Inc. | $20.7M | 343,182 | Trimmed |
| 22 | BENJAMIN EDWARDS INC | $18.5M | 305,385 | Added |
| 23 | NewEdge Advisors, LLC | $18.2M | 252,798 | Trimmed |
| 24 | Madrona Financial Services, LLC | $15.0M | 247,584 | Trimmed |
| 25 | Geneos Wealth Management Inc. | $14.7M | 243,531 | Trimmed |