| 1 | MORGAN STANLEY | $26.4M | 349,227 | Trimmed |
| 2 | Cetera Investment Advisers | $20.5M | 271,969 | Added |
| 3 | LPL Financial LLC | $15.0M | 198,078 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $5.4M | 72,111 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $4.8M | 63,984 | Added |
| 6 | Goldstein Advisors, LLC | $2.7M | 36,131 | Trimmed |
| 7 | Gladstone Institutional Advisory LLC | $2.6M | 34,130 | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $2.5M | 33,640 | Trimmed |
| 9 | Rockefeller Capital Management L.P. | $2.2M | 29,413 | Hold |
| 10 | HighTower Advisors, LLC | $2.0M | 26,647 | Trimmed |
| 11 | CITADEL ADVISORS LLC | $2.0M | 26,509 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 26,267 | Trimmed |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | $2.0M | 25,966 | Trimmed |
| 14 | CHOREO, LLC | $1.9M | 25,010 | Added |
| 15 | AMERIPRISE FINANCIAL INC | $1.7M | 22,567 | Added |
| 16 | UBS Group AG | $1.6M | 21,740 | Trimmed |
| 17 | Brand Asset Management Group, Inc. | $1.6M | 21,119 | Trimmed |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.5M | 20,184 | Trimmed |
| 19 | Royal Bank of Canada | $1.5M | 19,907 | Added |
| 20 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.5M | 19,651 | Trimmed |
| 21 | JPMORGAN CHASE & CO | $1.3M | 17,214 | Trimmed |
| 22 | JONES FINANCIAL COMPANIES LLLP | $914,733 | 12,208 | Added |
| 23 | Perigon Wealth Management, LLC | $826,038 | 10,940 | Added |
| 24 | OSAIC HOLDINGS, INC. | $778,010 | 10,299 | Added |
| 25 | Richwood Investment Advisors, LLC | $674,583 | 8,934 | Trimmed |