| 1 | BANK OF AMERICA CORP /DE/ | $92.3M | 2.3M | Added |
| 2 | MORGAN STANLEY | $67.1M | 1.7M | Trimmed |
| 3 | AlphaCore Capital LLC | $43.4M | 1.1M | Trimmed |
| 4 | LPL Financial LLC | $35.6M | 888,093 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $31.2M | 776,239 | Added |
| 6 | HighTower Advisors, LLC | $27.8M | 691,457 | Added |
| 7 | UBS Group AG | $25.6M | 636,676 | Added |
| 8 | Cetera Investment Advisers | $24.1M | 599,309 | Added |
| 9 | Revolve Wealth Partners, LLC | $17.4M | 432,796 | Trimmed |
| 10 | CGN Advisors LLC | $17.3M | 431,835 | Trimmed |
| 11 | CAPTRUST FINANCIAL ADVISORS | $12.5M | 311,902 | Added |
| 12 | One Capital Management, LLC | $12.3M | 305,304 | Trimmed |
| 13 | Prime Capital Investment Advisors, LLC | $9.0M | 224,821 | Added |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.3M | 205,732 | Added |
| 15 | Merit Financial Group, LLC | $8.1M | 200,818 | Trimmed |
| 16 | Venturi Wealth Management, LLC | $6.8M | 169,234 | Added |
| 17 | Rockefeller Capital Management L.P. | $5.7M | 142,769 | Added |
| 18 | Premier Path Wealth Partners, LLC | $5.1M | 127,826 | Trimmed |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.9M | 121,094 | Added |
| 20 | Corient Private Wealth LLC | $4.7M | 117,006 | Trimmed |
| 21 | JOURNEY STRATEGIC WEALTH LLC | $4.6M | 115,693 | Trimmed |
| 22 | Catalyst Investment Management LLC | $4.6M | 105,441 | Trimmed |
| 23 | Royal Bank of Canada | $4.5M | 112,880 | Trimmed |
| 24 | Fourth Dimension Wealth, LLC | $4.4M | 109,538 | Added |
| 25 | RAYMOND JAMES FINANCIAL INC | $4.4M | 109,372 | Added |