| 1 | MORGAN STANLEY | $70.8M | 3.2M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $35.7M | 1.6M | Trimmed |
| 3 | LPL Financial LLC | $28.4M | 1.3M | Trimmed |
| 4 | Strategic Wealth Partners, Ltd. | $24.8M | 1.1M | Added |
| 5 | UBS Group AG | $20.8M | 934,969 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $20.2M | 908,881 | Trimmed |
| 7 | Modern Wealth Management, LLC | $18.7M | 838,862 | Trimmed |
| 8 | Equitable Holdings, Inc. | $18.0M | 817,477 | Added |
| 9 | JONES FINANCIAL COMPANIES LLLP | $15.6M | 717,586 | Added |
| 10 | OSAIC HOLDINGS, INC. | $6.6M | 295,261 | Trimmed |
| 11 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.2M | 279,729 | Added |
| 12 | Royal Bank of Canada | $6.0M | 268,941 | Trimmed |
| 13 | Morton Capital Management LLC/CA | $5.4M | 243,871 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $5.3M | 239,697 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $5.3M | 236,239 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 231,355 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $4.9M | 219,919 | Added |
| 18 | CAHILL FINANCIAL ADVISORS INC | $4.4M | 197,082 | Trimmed |
| 19 | HighTower Advisors, LLC | $4.4M | 196,826 | Added |
| 20 | Focus Financial Network, Inc. | $4.1M | 183,977 | Trimmed |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.0M | 177,755 | Trimmed |
| 22 | Sanctuary Advisors, LLC | $3.6M | 160,017 | Trimmed |
| 23 | AMERIPRISE FINANCIAL INC | $3.1M | 110,456 | Trimmed |
| 24 | Cheviot Value Management, LLC | $2.7M | 122,042 | Trimmed |
| 25 | Mariner, LLC | $2.5M | 113,534 | Trimmed |