| 1 | MORGAN STANLEY | $204.2M | 5.0M | Trimmed |
| 2 | LPL Financial LLC | $132.4M | 3.3M | Trimmed |
| 3 | FIRST TRUST ADVISORS LP | $109.6M | 2.7M | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $64.8M | 1.6M | Trimmed |
| 5 | UBS Group AG | $39.7M | 979,128 | Trimmed |
| 6 | Royal Bank of Canada | $30.5M | 751,041 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $20.8M | 511,667 | Added |
| 8 | JANE STREET GROUP, LLC | $20.4M | 503,982 | New |
| 9 | &PARTNERS | $19.2M | 474,310 | Added |
| 10 | KMG FIDUCIARY PARTNERS, LLC | $16.8M | 413,297 | Added |
| 11 | Vestmark Advisory Solutions, Inc. | $14.8M | 364,748 | Trimmed |
| 12 | BANK OF AMERICA CORP /DE/ | $13.5M | 333,697 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $12.9M | 317,141 | Trimmed |
| 14 | STIFEL FINANCIAL CORP | $12.0M | 296,318 | Trimmed |
| 15 | PARK NATIONAL CORP /OH/ | $11.9M | 292,954 | Trimmed |
| 16 | ELEVATION POINT WEALTH PARTNERS, LLC | $11.2M | 275,331 | Added |
| 17 | Janney Montgomery Scott LLC | $9.6M | 237,111 | Added |
| 18 | Cetera Investment Advisers | $9.5M | 233,205 | Added |
| 19 | Clear Creek Financial Management, LLC | $8.9M | 218,522 | Added |
| 20 | Independent Advisor Alliance | $8.3M | 204,561 | New |
| 21 | One Capital Management, LLC | $7.1M | 174,899 | Trimmed |
| 22 | Fearless Solutions, LLC dba Best Invest | $6.8M | 166,892 | Trimmed |
| 23 | CITIGROUP INC | $5.6M | 138,208 | Trimmed |
| 24 | NewEdge Advisors, LLC | $5.0M | 38,985 | Trimmed |
| 25 | Cambridge Investment Research Advisors, Inc. | $5.0M | 122,632 | Added |