| 1 | MORGAN STANLEY | $246.2M | 3.5M | Trimmed |
| 2 | LPL Financial LLC | $142.2M | 2.0M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $57.2M | 821,082 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $37.6M | 539,979 | Added |
| 5 | PNC Financial Services Group, Inc. | $36.2M | 519,784 | Trimmed |
| 6 | UBS Group AG | $32.4M | 465,081 | Trimmed |
| 7 | Arkadios Wealth Advisors | $27.0M | 387,000 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $23.5M | 337,390 | Trimmed |
| 9 | IAG Wealth Partners, LLC | $22.5M | 322,918 | Trimmed |
| 10 | Atlas Private Wealth Advisors | $16.7M | 239,544 | Added |
| 11 | Stratos Investment Management, LLC | $14.7M | 210,881 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $14.2M | 203,823 | Trimmed |
| 13 | SPWM Advisors LLC | $12.9M | 176,117 | Added |
| 14 | Kestra Advisory Services, LLC | $11.6M | 167,056 | Added |
| 15 | Cullen/Frost Bankers, Inc. | $11.4M | 163,570 | Added |
| 16 | WELLS FARGO & COMPANY/MN | $11.3M | 162,155 | Trimmed |
| 17 | Wharton Business Group, LLC | $10.8M | 155,635 | Trimmed |
| 18 | Regal Investment Advisors LLC | $9.6M | 137,150 | Added |
| 19 | Royal Bank of Canada | $9.2M | 131,766 | Trimmed |
| 20 | Rockefeller Capital Management L.P. | $8.8M | 126,010 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $7.9M | 113,360 | Added |
| 22 | CAPTRUST FINANCIAL ADVISORS | $7.2M | 103,755 | Added |
| 23 | Ullmann Wealth Partners Group, LLC | $7.2M | 103,549 | Trimmed |
| 24 | Equitable Holdings, Inc. | $7.1M | 107,076 | Added |
| 25 | Stonebridge Financial Group, LLC | $7.1M | 102,102 | Trimmed |