| 1 | MORGAN STANLEY | $68.4M | 5.2M | Added |
| 2 | UBS Group AG | $48.1M | 3.6M | Added |
| 3 | Royal Bank of Canada | $32.4M | 2.5M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $29.6M | 2.2M | Trimmed |
| 5 | Cerity Partners LLC | $22.9M | 1.7M | Trimmed |
| 6 | COHEN & STEERS, INC. | $17.0M | 1.3M | Added |
| 7 | Invesco Ltd. | $13.6M | 1.0M | Added |
| 8 | GUGGENHEIM CAPITAL LLC | $11.1M | 842,290 | Trimmed |
| 9 | BANK OF AMERICA CORP /DE/ | $11.1M | 840,308 | Trimmed |
| 10 | Cercano Management LLC | $10.4M | 783,312 | New |
| 11 | RAYMOND JAMES FINANCIAL INC | $8.6M | 653,870 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $8.6M | 649,618 | Trimmed |
| 13 | HighTower Advisors, LLC | $7.6M | 575,315 | Added |
| 14 | Cetera Investment Advisers | $6.0M | 457,620 | Added |
| 15 | LPL Financial LLC | $4.9M | 373,292 | Added |
| 16 | LEAVELL INVESTMENT MANAGEMENT, INC. | $4.8M | 363,117 | Trimmed |
| 17 | J.W. COLE ADVISORS, INC. | $4.7M | 357,226 | New |
| 18 | Private Advisor Group, LLC | $3.7M | 281,827 | Trimmed |
| 19 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3.7M | 279,246 | Trimmed |
| 20 | Cornerstone Advisory, LLC | $3.7M | 278,910 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $3.7M | 278,158 | Added |
| 22 | Element Wealth, LLC | $3.0M | 224,130 | Trimmed |
| 23 | Capital Investment Advisors, LLC | $2.5M | 190,567 | Trimmed |
| 24 | Venture Visionary Partners LLC | $2.5M | 187,532 | Hold |
| 25 | Cambridge Investment Research Advisors, Inc. | $2.4M | 184,763 | Trimmed |