| 1 | MORGAN STANLEY | $197.3M | 4.6M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $95.1M | 2.2M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $62.3M | 1.4M | Added |
| 4 | LPL Financial LLC | $53.3M | 1.2M | Added |
| 5 | Royal Bank of Canada | $45.0M | 1.0M | Trimmed |
| 6 | Hennion & Walsh Asset Management, Inc. | $43.6M | 1.0M | Added |
| 7 | Capital Investment Advisors, LLC | $37.5M | 864,409 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $32.6M | 751,451 | Trimmed |
| 9 | Sanctuary Advisors, LLC | $13.8M | 318,448 | Added |
| 10 | HighTower Advisors, LLC | $10.4M | 240,266 | Added |
| 11 | Steward Partners Investment Advisory, LLC | $9.7M | 223,472 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $7.8M | 179,730 | Trimmed |
| 13 | Advisor OS, LLC | $7.4M | 169,999 | Added |
| 14 | MJP ASSOCIATES INC /ADV | $7.4M | 169,999 | Added |
| 15 | Prosperity Financial Group, Inc. | $6.5M | 150,558 | Added |
| 16 | PFG Investments, LLC | $5.6M | 130,177 | Trimmed |
| 17 | IHT Wealth Management, LLC | $5.5M | 127,432 | New |
| 18 | SageGuard Financial Group, LLC | $4.9M | 113,123 | Added |
| 19 | OSAIC HOLDINGS, INC. | $4.9M | 111,929 | Trimmed |
| 20 | Bank of New York Mellon Corp | $3.9M | 90,599 | Added |
| 21 | Maridea Wealth Management LLC | $3.0M | 68,163 | Added |
| 22 | Equitable Holdings, Inc. | $2.8M | 61,213 | Added |
| 23 | Patriot Financial Group Insurance Agency, LLC | $2.7M | 61,908 | Added |
| 24 | Essex Financial Services, Inc. | $2.6M | 58,849 | Added |
| 25 | Bernardo Wealth Planning LLC | $2.3M | 53,574 | Trimmed |