| 1 | BANK OF AMERICA CORP /DE/ | $93.9M | 5.4M | Added |
| 2 | MORGAN STANLEY | $57.3M | 3.3M | Added |
| 3 | LPL Financial LLC | $56.4M | 3.2M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $33.6M | 1.9M | Added |
| 5 | WELLS FARGO & COMPANY/MN | $31.8M | 1.8M | Added |
| 6 | Tanager Wealth Management LLP | $27.8M | 1.6M | Added |
| 7 | State of Wisconsin - Board of Commissioners of Public Lands | $26.8M | 1.5M | Hold |
| 8 | MML INVESTORS SERVICES, LLC | $20.1M | 1.1M | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $11.6M | 660,091 | Added |
| 10 | Tradewinds Capital Management, LLC | $11.1M | 631,540 | New |
| 11 | Good Steward Wealth Advisors,LLC | $10.5M | 600,022 | Added |
| 12 | UBS Group AG | $9.8M | 556,951 | Trimmed |
| 13 | Wealth Intelligence, LLC | $9.5M | 544,001 | Trimmed |
| 14 | Dougherty & Associates, LLC | $9.0M | 512,478 | Added |
| 15 | Royal Bank of Canada | $8.5M | 484,045 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $8.4M | 476,908 | Added |
| 17 | Carmel Capital Partners, LLC | $6.9M | 394,621 | Added |
| 18 | OSAIC HOLDINGS, INC. | $6.5M | 367,773 | Added |
| 19 | LEVEL FOUR ADVISORY SERVICES, LLC | $6.4M | 365,583 | Trimmed |
| 20 | Concurrent Investment Advisors, LLC | $6.0M | 341,258 | Added |
| 21 | Silver Coast Investments LLC | $5.3M | 303,819 | Added |
| 22 | PARK AVENUE SECURITIES LLC | $5.2M | 295,801 | Trimmed |
| 23 | Investors Research Corp | $5.2M | 294,161 | Added |
| 24 | Capital Square, LLC | $5.0M | 271,190 | Added |
| 25 | Apella Capital, LLC | $4.6M | 247,993 | Trimmed |