| 1 | BANK OF AMERICA CORP /DE/ | $71.9M | 1.6M | Trimmed |
| 2 | MORGAN STANLEY | $35.3M | 808,440 | Added |
| 3 | LPL Financial LLC | $14.7M | 336,596 | Added |
| 4 | Wharton Business Group, LLC | $13.9M | 317,825 | Added |
| 5 | UBS Group AG | $12.6M | 288,293 | Trimmed |
| 6 | Royal Bank of Canada | $6.2M | 141,754 | Added |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.0M | 136,358 | Added |
| 8 | SCOTIA CAPITAL INC. | $5.7M | 129,465 | Trimmed |
| 9 | Nelson Capital Management, LLC | $4.1M | 93,899 | Trimmed |
| 10 | JONES FINANCIAL COMPANIES LLLP | $3.6M | 84,719 | Added |
| 11 | CITADEL ADVISORS LLC | $3.0M | 69,658 | New |
| 12 | STIFEL FINANCIAL CORP | $2.5M | 56,931 | Added |
| 13 | Aprio Wealth Management, LLC | $2.3M | 52,648 | Trimmed |
| 14 | GOLDMAN SACHS GROUP INC | $2.2M | 50,530 | Added |
| 15 | CROSSPOINT FINANCIAL, LLC | $2.2M | 50,359 | Trimmed |
| 16 | OSAIC HOLDINGS, INC. | $2.2M | 49,552 | Trimmed |
| 17 | Janney Montgomery Scott LLC | $2.1M | 47,739 | New |
| 18 | NorthRock Partners, LLC | $2.1M | 47,260 | Trimmed |
| 19 | 1 NORTH WEALTH SERVICES LLC | $1.9M | 44,178 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 44,119 | Trimmed |
| 21 | Cetera Investment Advisers | $1.9M | 43,352 | Trimmed |
| 22 | RAYMOND JAMES FINANCIAL INC | $1.8M | 41,769 | Trimmed |
| 23 | Gladstone Institutional Advisory LLC | $1.7M | 39,364 | New |
| 24 | Lido Advisors, LLC | $1.7M | 38,566 | Added |
| 25 | AE Wealth Management LLC | $1.6M | 36,759 | Added |