| 1 | MORGAN STANLEY | $25.8M | 332,383 | Added |
| 2 | AMERIPRISE FINANCIAL INC | $19.8M | 254,825 | Added |
| 3 | LPL Financial LLC | $18.6M | 239,921 | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $14.6M | 188,467 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $11.0M | 141,626 | Trimmed |
| 6 | UBS Group AG | $8.5M | 109,474 | Added |
| 7 | Larry Mathis Financial Planning, LLC | $5.0M | 64,842 | Added |
| 8 | STEPHENS INC /AR/ | $5.0M | 64,507 | Added |
| 9 | OSAIC HOLDINGS, INC. | $3.1M | 39,383 | Trimmed |
| 10 | Certified Advisory Corp | $3.0M | 38,675 | Trimmed |
| 11 | Capital Advisors, Ltd. LLC | $2.6M | 33,147 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $2.4M | 30,314 | Added |
| 13 | NorthRock Partners, LLC | $2.2M | 28,303 | Trimmed |
| 14 | Cetera Investment Advisers | $2.0M | 25,635 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 23,722 | Trimmed |
| 16 | MML INVESTORS SERVICES, LLC | $1.6M | 20,440 | Trimmed |
| 17 | SteelPeak Wealth, LLC | $1.4M | 17,902 | Trimmed |
| 18 | JANE STREET GROUP, LLC | $1.4M | 17,779 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $1.3M | 16,437 | Added |
| 20 | Rockefeller Capital Management L.P. | $1.2M | 16,017 | Trimmed |
| 21 | HighTower Advisors, LLC | $976,975 | 12,580 | Added |
| 22 | CITADEL ADVISORS LLC | $939,841 | 12,102 | New |
| 23 | STIFEL FINANCIAL CORP | $891,305 | 11,477 | Trimmed |
| 24 | Empirical Asset Management, LLC | $844,043 | 10,868 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $823,960 | 10,610 | Added |