| 1 | MORGAN STANLEY | $202.4M | 4.0M | Added |
| 2 | NEUBERGER BERMAN GROUP LLC | $96.3M | 1.9M | Trimmed |
| 3 | LPL Financial LLC | $81.0M | 1.6M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $66.5M | 1.3M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $60.1M | 1.2M | Added |
| 6 | Francis Financial, Inc. | $22.8M | 449,307 | New |
| 7 | Integrated Wealth Concepts LLC | $19.7M | 387,897 | Added |
| 8 | UBS Group AG | $16.0M | 316,045 | New |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $15.2M | 299,867 | Trimmed |
| 10 | Paulson Wealth Management Inc. | $14.4M | 283,790 | Added |
| 11 | Round Rock Advisors, LLC | $12.6M | 248,191 | Added |
| 12 | OSAIC HOLDINGS, INC. | $11.2M | 220,184 | Added |
| 13 | Steward Partners Investment Advisory, LLC | $7.1M | 140,907 | Added |
| 14 | CITADEL ADVISORS LLC | $6.5M | 127,924 | Added |
| 15 | Rubicon Advisors, GP | $6.0M | 119,095 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $5.9M | 116,987 | Added |
| 17 | ROBINSON SMITH WEALTH ADVISORS LLC | $5.6M | 110,652 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $5.3M | 105,138 | Added |
| 19 | JANE STREET GROUP, LLC | $4.4M | 86,938 | Trimmed |
| 20 | HighPoint Advisor Group LLC | $4.4M | 85,922 | Added |
| 21 | YHB Investment Advisors, Inc. | $4.0M | 79,201 | Added |
| 22 | Mutual Advisors, LLC | $2.9M | 56,885 | New |
| 23 | HighTower Advisors, LLC | $2.8M | 56,118 | Trimmed |
| 24 | Private Advisor Group, LLC | $2.7M | 53,308 | Added |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.7M | 53,051 | Trimmed |