| 1 | MORGAN STANLEY | $97.9M | 4.1M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $52.8M | 2.2M | Added |
| 3 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $16.6M | 700,318 | Added |
| 4 | ACT Advisors, LLC. | $13.2M | 555,403 | Added |
| 5 | UBS Group AG | $13.1M | 552,994 | Trimmed |
| 6 | RTD Financial Advisors, Inc. | $11.9M | 501,916 | Added |
| 7 | LPL Financial LLC | $10.9M | 459,055 | Added |
| 8 | Pallas Capital Advisors LLC | $8.4M | 352,415 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $7.4M | 313,055 | Added |
| 10 | Fluent Financial, LLC | $6.3M | 263,627 | Added |
| 11 | OSAIC HOLDINGS, INC. | $3.6M | 151,150 | Added |
| 12 | Elequin Capital, LP | $3.2M | 132,867 | Added |
| 13 | Rockefeller Capital Management L.P. | $3.0M | 125,219 | Trimmed |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M | 117,644 | Trimmed |
| 15 | Vertex Planning Partners, LLC | $2.8M | 116,705 | Added |
| 16 | Schneider Downs Wealth Management Advisors, LP | $2.7M | 112,890 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 110,358 | Added |
| 18 | Royal Bank of Canada | $2.6M | 107,944 | Trimmed |
| 19 | Fiduciary Trust Co | $2.0M | 85,284 | Added |
| 20 | CROBAN | $1.8M | 77,277 | Added |
| 21 | JANE STREET GROUP, LLC | $1.7M | 70,573 | Trimmed |
| 22 | Econ Financial Services Corp | $1.6M | 68,857 | New |
| 23 | Golden State Wealth Management, LLC | $1.6M | 67,620 | Added |
| 24 | Purus Wealth Management, LLC | $1.6M | 67,562 | Added |
| 25 | Hilton Head Capital Partners, LLC | $1.6M | 66,344 | Trimmed |