| 1 | MORGAN STANLEY | $15.5M | 242,817 | Added |
| 2 | WELLS FARGO & COMPANY/MN | $9.6M | 150,829 | Added |
| 3 | Sound Income Strategies, LLC | $5.8M | 90,483 | Trimmed |
| 4 | Larry Mathis Financial Planning, LLC | $5.5M | 86,357 | Added |
| 5 | LPL Financial LLC | $5.0M | 78,642 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $4.7M | 73,101 | Added |
| 7 | MML INVESTORS SERVICES, LLC | $4.2M | 65,945 | Trimmed |
| 8 | JANE STREET GROUP, LLC | $2.0M | 31,600 | Added |
| 9 | Tactive Advisors, LLC | $1.6M | 25,186 | Added |
| 10 | Howard Capital Management Inc. | $1.3M | 21,142 | Added |
| 11 | OSAIC HOLDINGS, INC. | $1.2M | 18,183 | Added |
| 12 | Summit Financial, LLC | $1.1M | 17,885 | Added |
| 13 | Cetera Investment Advisers | $963,205 | 15,116 | Added |
| 14 | Empirical Asset Management, LLC | $906,342 | 14,224 | Added |
| 15 | OPPENHEIMER & CO INC | $725,134 | 11,380 | Hold |
| 16 | Rockefeller Capital Management L.P. | $688,867 | 10,810 | Added |
| 17 | HighTower Advisors, LLC | $676,150 | 10,611 | Added |
| 18 | Geneos Wealth Management Inc. | $658,929 | 10,341 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $627,833 | 9,853 | Added |
| 20 | PRINCIPAL SECURITIES, INC. | $570,549 | 8,954 | Trimmed |
| 21 | Mariner, LLC | $506,147 | 7,943 | Added |
| 22 | Snowden Capital Advisors LLC | $429,600 | 6,742 | Hold |
| 23 | Kestra Advisory Services, LLC | $397,787 | 6,243 | Trimmed |
| 24 | Steward Partners Investment Advisory, LLC | $390,349 | 6,126 | Added |
| 25 | Equitable Holdings, Inc. | $353,901 | 5,507 | Trimmed |