| 1 | MORGAN STANLEY | $10.4M | 131,779 | Trimmed |
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $8.1M | 101,985 | Trimmed |
| 3 | LPL Financial LLC | $6.9M | 86,740 | Trimmed |
| 4 | UBS Group AG | $5.5M | 68,976 | Added |
| 5 | Royal Bank of Canada | $4.7M | 59,329 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $4.7M | 59,290 | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $3.1M | 39,302 | Trimmed |
| 8 | Gerber Kawasaki Wealth & Investment Management | $2.8M | 35,240 | Trimmed |
| 9 | YHB Investment Advisors, Inc. | $1.9M | 24,386 | Added |
| 10 | Cetera Investment Advisers | $1.8M | 23,139 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 21,362 | Added |
| 12 | Institute for Wealth Management, LLC. | $1.6M | 20,268 | Hold |
| 13 | Penobscot Investment Management Company, Inc. | $1.5M | 19,450 | Hold |
| 14 | Massachusetts Wealth Management | $1.4M | 17,814 | Trimmed |
| 15 | US BANCORP \DE\ | $1.3M | 16,500 | Hold |
| 16 | NewEdge Wealth, LLC | $1.2M | 15,701 | Hold |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 14,289 | Trimmed |
| 18 | Abbot Financial Management, Inc. | $983,812 | 12,425 | Hold |
| 19 | Mariner, LLC | $967,553 | 12,220 | Hold |
| 20 | CreativeOne Wealth, LLC | $967,513 | 12,219 | Added |
| 21 | Rockefeller Capital Management L.P. | $844,649 | 10,667 | Added |
| 22 | RAYMOND JAMES FINANCIAL INC | $836,621 | 10,566 | Added |
| 23 | BENJAMIN EDWARDS INC | $823,664 | 10,397 | New |
| 24 | Newman Dignan & Sheerar, Inc. | $757,753 | 9,570 | Trimmed |
| 25 | Farther Finance Advisors, LLC | $743,042 | 9,339 | Added |