| 1 | MORGAN STANLEY | $976.0M | 9.2M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $469.9M | 4.4M | Trimmed |
| 3 | LPL Financial LLC | $320.7M | 3.0M | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $192.6M | 1.8M | Trimmed |
| 5 | UBS Group AG | $186.1M | 1.8M | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $184.3M | 1.7M | Trimmed |
| 7 | Cresset Asset Management, LLC | $175.7M | 1.7M | Added |
| 8 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $145.0M | 1.4M | Added |
| 9 | Royal Bank of Canada | $144.2M | 1.4M | Trimmed |
| 10 | ROCKLAND TRUST CO | $77.1M | 727,490 | Added |
| 11 | Cassaday & Co Wealth Management LLC | $68.4M | 644,773 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $61.2M | 576,845 | Trimmed |
| 13 | Cetera Investment Advisers | $60.8M | 573,165 | Trimmed |
| 14 | Wealthspire Advisors, LLC | $49.3M | 464,941 | Trimmed |
| 15 | AMERIPRISE FINANCIAL INC | $48.3M | 455,619 | Trimmed |
| 16 | OSAIC HOLDINGS, INC. | $46.8M | 440,873 | Trimmed |
| 17 | Cambridge Investment Research Advisors, Inc. | $45.2M | 426,824 | Trimmed |
| 18 | Janney Montgomery Scott LLC | $42.9M | 404,468 | Trimmed |
| 19 | IAM Advisory, LLC | $40.6M | 383,198 | Trimmed |
| 20 | Baird Financial Group, Inc. | $38.3M | 361,235 | Added |
| 21 | Rockefeller Capital Management L.P. | $38.0M | 358,457 | Added |
| 22 | NEUBERGER BERMAN GROUP LLC | $28.1M | 264,681 | Trimmed |
| 23 | STIFEL FINANCIAL CORP | $27.3M | 257,249 | Added |
| 24 | Glen Eagle Advisors, LLC | $27.1M | 256,059 | Added |
| 25 | Summit Financial Wealth Advisors, LLC | $27.1M | 255,491 | Trimmed |