| 1 | MORGAN STANLEY | $200.9M | 7.3M | Added |
| 2 | LPL Financial LLC | $6.8M | 246,792 | Added |
| 3 | LeClair Wealth Partners LLC | $5.3M | 194,162 | New |
| 4 | Blue Water Asset Management | $5.3M | 194,162 | New |
| 5 | Private Advisor Group, LLC | $2.8M | 101,104 | Added |
| 6 | Wayfinding Financial, LLC | $2.7M | 98,737 | Added |
| 7 | OSAIC HOLDINGS, INC. | $2.6M | 94,454 | Added |
| 8 | Janney Montgomery Scott LLC | $1.2M | 45,047 | Trimmed |
| 9 | FIFTH THIRD BANCORP | $784,575 | 28,676 | New |
| 10 | OLD MISSION CAPITAL LLC | $684,930 | 25,034 | Added |
| 11 | LRI Investments, LLC | $684,000 | 25,000 | Hold |
| 12 | GREAT VALLEY ADVISOR GROUP, INC. | $639,142 | 23,360 | New |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $606,161 | 22,155 | Trimmed |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $582,550 | 21,292 | Trimmed |
| 15 | FLAGSTAR ADVISORS INC | $580,116 | 21,020 | Added |
| 16 | NOTTINGHAM ADVISORS, INC. | $478,789 | 17,500 | New |
| 17 | STIFEL FINANCIAL CORP | $385,968 | 14,107 | Trimmed |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $370,460 | 13,540 | Added |
| 19 | Mariner, LLC | $306,350 | 11,197 | Hold |
| 20 | AGH Wealth Advisors, LLC | $246,240 | 9,000 | New |
| 21 | RAYMOND JAMES FINANCIAL INC | $225,501 | 8,242 | New |
| 22 | COLDSTREAM CAPITAL MANAGEMENT INC | $219,865 | 8,036 | Added |
| 23 | Eldridge Investment Advisors, Inc. | $215,104 | 7,862 | New |
| 24 | Manchester Capital Management LLC | $140,987 | 5,153 | Added |
| 25 | Royal Bank of Canada | $112,000 | 4,106 | Hold |