| 1 | MORGAN STANLEY | $99.7M | 2.0M | Trimmed |
| 2 | GOLDMAN SACHS GROUP INC | $99.0M | 2.0M | Added |
| 3 | LPL Financial LLC | $83.7M | 1.7M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $64.1M | 1.3M | Added |
| 5 | CWM, LLC | $61.3M | 1.2M | Trimmed |
| 6 | Providence Financial Advisors, LLC | $56.3M | 1.1M | New |
| 7 | Focus Partners Wealth | $55.9M | 131,750 | Trimmed |
| 8 | Kensington Asset Management, LLC | $41.4M | 819,238 | Added |
| 9 | WELLS FARGO & COMPANY/MN | $40.7M | 806,014 | Added |
| 10 | Amplius Wealth Advisors, LLC | $38.0M | 752,287 | Trimmed |
| 11 | UBS Group AG | $30.8M | 608,588 | Added |
| 12 | Avestar Capital, LLC | $20.5M | 406,466 | Added |
| 13 | McGowan Group Asset Management, Inc. | $19.5M | 386,513 | Added |
| 14 | PATTEN & PATTEN INC/TN | $18.6M | 368,049 | Trimmed |
| 15 | One Capital Management, LLC | $17.3M | 341,312 | Added |
| 16 | SPINNAKER TRUST | $16.2M | 320,233 | Trimmed |
| 17 | Andrews Advisory Associates, LLC | $15.9M | 314,414 | Trimmed |
| 18 | FreeGulliver LLC | $15.1M | 299,608 | Added |
| 19 | Alpha Omega Wealth Management LLC | $14.7M | 291,099 | Added |
| 20 | WINCAP FINANCIAL LLC | $14.0M | 277,247 | Added |
| 21 | Redhawk Wealth Advisors, Inc. | $11.8M | 232,520 | Trimmed |
| 22 | Frazier Financial Advisors, LLC | $10.9M | 216,350 | Added |
| 23 | Fortis Capital Management LLC | $10.4M | 204,777 | Added |
| 24 | STEEL GROVE CAPITAL ADVISORS, LLC | $10.1M | 199,431 | Added |
| 25 | Cassia Capital Partners, LLC | $9.7M | 192,110 | Added |