| 1 | MORGAN STANLEY | $181.7M | 1.4M | Trimmed |
| 2 | WELLS FARGO & COMPANY/MN | $110.3M | 868,666 | Trimmed |
| 3 | LPL Financial LLC | $85.0M | 669,312 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $75.1M | 591,809 | Trimmed |
| 5 | Royal Bank of Canada | $37.1M | 291,854 | Trimmed |
| 6 | UBS Group AG | $34.8M | 273,902 | Added |
| 7 | GOLDMAN SACHS GROUP INC | $26.2M | 206,287 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $21.0M | 165,111 | Trimmed |
| 9 | STIFEL FINANCIAL CORP | $19.9M | 156,381 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $17.0M | 133,973 | Added |
| 11 | OSAIC HOLDINGS, INC. | $15.6M | 122,500 | Trimmed |
| 12 | BIP Wealth, LLC | $13.6M | 107,214 | Trimmed |
| 13 | Gratus Wealth Advisors, LLC | $13.5M | 106,444 | Trimmed |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $11.8M | 92,739 | Trimmed |
| 15 | Cetera Investment Advisers | $11.2M | 87,970 | Trimmed |
| 16 | BANK OF AMERICA CORP /DE/ | $11.1M | 87,712 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $10.9M | 85,923 | Trimmed |
| 18 | GTS SECURITIES LLC | $10.3M | 81,017 | New |
| 19 | CX Institutional | $9.7M | 76,582 | Added |
| 20 | New England Private Wealth Advisors LLC | $8.8M | 69,367 | Trimmed |
| 21 | Granite Bay Wealth Management, LLC | $8.0M | 62,858 | Added |
| 22 | JPMORGAN CHASE & CO | $7.4M | 60,538 | Added |
| 23 | TWO SIGMA INVESTMENTS, LP | $7.4M | 58,400 | Added |
| 24 | HighTower Advisors, LLC | $6.6M | 52,204 | Added |
| 25 | Virtus Wealth Solutions LLC | $6.5M | 51,383 | Trimmed |