| 1 | MORGAN STANLEY | $178.8M | 3.5M | Added |
| 2 | Clearwater Capital Advisors, LLC | $158.5M | 3.1M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $155.5M | 3.1M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $140.5M | 2.8M | Added |
| 5 | LPL Financial LLC | $139.5M | 2.7M | Added |
| 6 | UBS Group AG | $127.6M | 2.5M | Added |
| 7 | Bramshill Investments, LLC | $121.8M | 2.4M | Trimmed |
| 8 | BlackRock, Inc. | $114.9M | 2.3M | Trimmed |
| 9 | Cetera Investment Advisers | $71.9M | 1.4M | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $63.6M | 1.3M | Added |
| 11 | Americana Partners, LLC | $57.8M | 1.1M | Added |
| 12 | AMERIPRISE FINANCIAL INC | $55.7M | 1.1M | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $54.2M | 1.1M | Added |
| 14 | FMR LLC | $50.0M | 983,350 | Added |
| 15 | Royal Bank of Canada | $36.8M | 723,098 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $32.0M | 629,849 | Added |
| 17 | OSAIC HOLDINGS, INC. | $28.7M | 564,586 | Added |
| 18 | STIFEL FINANCIAL CORP | $27.0M | 530,427 | Added |
| 19 | UNITED SERVICES AUTOMOBILE ASSOCIATION | $24.9M | 490,400 | Hold |
| 20 | Alexander Randolph Advisory, Inc. | $23.5M | 461,536 | Added |
| 21 | PEAPACK GLADSTONE FINANCIAL CORP | $21.2M | 417,124 | Added |
| 22 | DONALDSON CAPITAL MANAGEMENT, LLC | $21.0M | 412,128 | Trimmed |
| 23 | Gotham Asset Management, LLC | $20.2M | 397,270 | Added |
| 24 | MBM WEALTH CONSULTANTS, LLC | $17.2M | 337,510 | Added |
| 25 | KWMG, LLC | $16.1M | 317,129 | Added |