| 1 | HighTower Advisors, LLC | $29.7M | 304,260 | Added |
| 2 | MORGAN STANLEY | $28.5M | 292,315 | Added |
| 3 | LPL Financial LLC | $20.9M | 214,272 | Added |
| 4 | Cetera Investment Advisers | $12.4M | 127,427 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $11.8M | 121,030 | Added |
| 6 | Royal Bank of Canada | $8.8M | 90,245 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $6.2M | 63,964 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $5.9M | 60,149 | Added |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.8M | 48,958 | Trimmed |
| 10 | TRUIST FINANCIAL CORP | $4.0M | 41,036 | Trimmed |
| 11 | JONES FINANCIAL COMPANIES LLLP | $3.6M | 37,198 | Added |
| 12 | MAI Capital Management | $2.8M | 28,932 | Added |
| 13 | HighPoint Advisor Group LLC | $2.8M | 28,802 | Trimmed |
| 14 | AMERIPRISE FINANCIAL INC | $2.5M | 25,456 | Added |
| 15 | Great Diamond Partners, LLC | $2.5M | 25,307 | Trimmed |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 24,532 | Added |
| 17 | Capital Asset Advisory Services LLC | $2.2M | 20,314 | New |
| 18 | INDEPENDENT FINANCIAL GROUP, LLC | $1.9M | 19,773 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $1.9M | 19,165 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 17,236 | Added |
| 21 | UBS Group AG | $1.6M | 16,201 | Trimmed |
| 22 | Nilsine Partners, LLC | $1.5M | 13,691 | New |
| 23 | OSAIC HOLDINGS, INC. | $1.4M | 14,183 | Added |
| 24 | Baird Financial Group, Inc. | $1.3M | 13,815 | Trimmed |
| 25 | LOOMIS SAYLES & CO L P | $1.3M | 13,278 | New |