| 1 | MORGAN STANLEY | $32.1M | 1.3M | Trimmed |
| 2 | WELLS FARGO & COMPANY/MN | $25.0M | 989,106 | Trimmed |
| 3 | NewEdge Advisors, LLC | $14.0M | 236,221 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $13.2M | 520,699 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $8.0M | 314,659 | Added |
| 6 | Kingsview Wealth Management, LLC | $7.6M | 299,475 | New |
| 7 | Prospera Financial Services Inc | $7.5M | 298,706 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $6.8M | 269,305 | Added |
| 9 | UBS Group AG | $5.8M | 228,007 | Added |
| 10 | BENJAMIN EDWARDS INC | $5.7M | 226,457 | New |
| 11 | LPL Financial LLC | $5.6M | 223,106 | Added |
| 12 | Trueblood Wealth Management, LLC | $2.4M | 95,782 | Added |
| 13 | Genesee Capital Advisors, LLC | $2.4M | 95,191 | Trimmed |
| 14 | Virtus Wealth Solutions LLC | $2.3M | 90,094 | New |
| 15 | STIFEL FINANCIAL CORP | $2.1M | 81,938 | Trimmed |
| 16 | PFG Investments, LLC | $2.0M | 79,971 | Added |
| 17 | Cetera Investment Advisers | $1.8M | 71,721 | Added |
| 18 | GOLDMAN SACHS GROUP INC | $1.6M | 64,981 | New |
| 19 | Kiker Wealth Management, LLC | $1.2M | 47,658 | New |
| 20 | MML INVESTORS SERVICES, LLC | $1.1M | 44,870 | Trimmed |
| 21 | Steward Partners Investment Advisory, LLC | $1.1M | 44,335 | Added |
| 22 | Rockefeller Capital Management L.P. | $1.1M | 43,585 | Added |
| 23 | SMITH, MOORE & CO. | $967,513 | 38,287 | Added |
| 24 | OSAIC HOLDINGS, INC. | $903,825 | 35,760 | Trimmed |
| 25 | CITADEL ADVISORS LLC | $806,669 | 31,922 | Trimmed |