| 1 | GOLDMAN SACHS GROUP INC | $60.1M | 1.3M | Trimmed |
| 2 | LPL Financial LLC | $7.0M | 154,898 | Trimmed |
| 3 | JONES FINANCIAL COMPANIES LLLP | $3.2M | 72,324 | Added |
| 4 | BROWN BROTHERS HARRIMAN & CO | $2.1M | 46,118 | Hold |
| 5 | RAYMOND JAMES FINANCIAL INC | $1.6M | 35,507 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 29,128 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $1.0M | 22,902 | Trimmed |
| 8 | MORGAN STANLEY | $866,387 | 19,197 | Trimmed |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $736,795 | 16,225 | New |
| 10 | CITIZENS FINANCIAL GROUP INC/RI | $622,362 | 13,790 | New |
| 11 | Bleakley Financial Group, LLC | $573,082 | 12,698 | Hold |
| 12 | Acorn Wealth Advisors, LLC | $550,736 | 12,203 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $398,964 | 8,836 | Trimmed |
| 14 | Bollard Group LLC | $387,000 | 8,577 | Hold |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $311,808 | 6,909 | Trimmed |
| 16 | Private Wealth Partners, LLC | $298,634 | 6,617 | Hold |
| 17 | MML INVESTORS SERVICES, LLC | $298,133 | 6,606 | New |
| 18 | Cambridge Investment Research Advisors, Inc. | $257,000 | 5,695 | Trimmed |
| 19 | CAPTRUST FINANCIAL ADVISORS | $255,661 | 5,665 | Hold |
| 20 | Royal Bank of Canada | $206,000 | 4,569 | Trimmed |
| 21 | Integrated Wealth Concepts LLC | $178,139 | 3,947 | New |
| 22 | Global Retirement Partners, LLC | $85,118 | 1,886 | Trimmed |
| 23 | FMR LLC | $47,749 | 1,058 | Hold |
| 24 | TFC Financial Management, Inc. | $40,458 | 896 | Hold |
| 25 | WELLS FARGO & COMPANY/MN | $38,497 | 853 | New |