| 1 | MORGAN STANLEY | $65.7M | 783,694 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $63.4M | 756,846 | Trimmed |
| 3 | OSAIC HOLDINGS, INC. | $61.6M | 735,488 | Added |
| 4 | LPL Financial LLC | $40.3M | 480,493 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $38.5M | 459,063 | Added |
| 6 | AJ Advisors, LLC | $37.2M | 443,506 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $33.5M | 400,387 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $21.2M | 253,665 | Added |
| 9 | Janney Montgomery Scott LLC | $16.3M | 195,114 | Added |
| 10 | JPMORGAN CHASE & CO | $15.5M | 190,761 | Added |
| 11 | Baltimore-Washington Financial Advisors, Inc. | $15.3M | 182,319 | Added |
| 12 | UBS Group AG | $14.3M | 170,467 | Trimmed |
| 13 | Sanctuary Advisors, LLC | $14.0M | 167,089 | Added |
| 14 | Fifth Third Securities, Inc. | $13.0M | 155,715 | Added |
| 15 | JANE STREET GROUP, LLC | $12.1M | 144,799 | Added |
| 16 | Confluence Wealth Services, Inc. | $12.0M | 143,273 | Added |
| 17 | Beacon Pointe Advisors, LLC | $11.1M | 132,849 | Added |
| 18 | Rothschild Wealth LLC | $10.4M | 124,579 | Added |
| 19 | Thrivent Financial for Lutherans | $9.8M | 116,980 | Added |
| 20 | Cetera Investment Advisers | $9.0M | 107,424 | Added |
| 21 | Lynx Investment Advisory | $8.1M | 97,213 | Added |
| 22 | MAI Capital Management | $8.0M | 95,309 | Added |
| 23 | Royal Bank of Canada | $7.9M | 94,028 | Added |
| 24 | Cambridge Investment Research Advisors, Inc. | $7.9M | 93,955 | Trimmed |
| 25 | WealthPlan Investment Management, LLC | $7.8M | 93,611 | Trimmed |