| 1 | UBS Group AG | $155.7M | 2.5M | Added |
| 2 | MORGAN STANLEY | $137.4M | 2.2M | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $94.3M | 1.5M | Trimmed |
| 4 | LPL Financial LLC | $87.0M | 1.4M | Trimmed |
| 5 | PGIM Custom Harvest LLC | $65.9M | 1.1M | Added |
| 6 | WELLS FARGO & COMPANY/MN | $64.5M | 1.0M | Added |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $61.8M | 1.0M | Trimmed |
| 8 | PINKERTON WEALTH, LLC | $56.1M | 861,189 | Added |
| 9 | Royal Bank of Canada | $55.5M | 899,816 | Added |
| 10 | GOLDMAN SACHS GROUP INC | $42.8M | 694,455 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $41.4M | 671,704 | Added |
| 12 | Kestra Advisory Services, LLC | $26.0M | 421,205 | Added |
| 13 | OAKWORTH CAPITAL, INC. | $25.7M | 417,233 | Added |
| 14 | OSAIC HOLDINGS, INC. | $23.2M | 376,181 | Trimmed |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $21.6M | 350,033 | Trimmed |
| 16 | HighTower Advisors, LLC | $17.8M | 287,995 | Added |
| 17 | AMERIPRISE FINANCIAL INC | $16.8M | 272,518 | Trimmed |
| 18 | Cetera Investment Advisers | $12.7M | 206,074 | Added |
| 19 | PARK AVENUE SECURITIES LLC | $11.4M | 185,111 | Added |
| 20 | JONES FINANCIAL COMPANIES LLLP | $10.6M | 176,967 | Added |
| 21 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | $9.5M | 154,634 | Added |
| 22 | Concurrent Investment Advisors, LLC | $9.2M | 148,586 | Added |
| 23 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $9.0M | 145,657 | Trimmed |
| 24 | JPMORGAN CHASE & CO | $8.2M | 136,130 | Added |
| 25 | ARKANSAS FINANCIAL GROUP, INC. | $8.1M | 129,578 | Added |