| 1 | MORGAN STANLEY | $58.3M | 1.0M | Trimmed |
| 2 | Allworth Financial LP | $41.9M | 752,785 | Added |
| 3 | LPL Financial LLC | $41.8M | 750,121 | Added |
| 4 | Heartwood Wealth Advisors LLC | $41.2M | 739,810 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $28.5M | 512,739 | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $22.2M | 399,394 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $19.1M | 343,899 | Added |
| 8 | AMERIPRISE FINANCIAL INC | $12.0M | 215,763 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $9.0M | 162,537 | Trimmed |
| 10 | Rockefeller Capital Management L.P. | $7.5M | 135,468 | Added |
| 11 | Private Advisor Group, LLC | $6.7M | 120,433 | Trimmed |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.3M | 113,627 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $6.2M | 112,030 | Trimmed |
| 14 | UBS Group AG | $5.6M | 99,811 | Added |
| 15 | STIFEL FINANCIAL CORP | $5.4M | 96,976 | Added |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.1M | 91,453 | Trimmed |
| 17 | HUNTINGTON NATIONAL BANK | $4.7M | 85,120 | New |
| 18 | JONES FINANCIAL COMPANIES LLLP | $4.7M | 84,333 | Added |
| 19 | Cetera Investment Advisers | $4.6M | 83,366 | Added |
| 20 | JPMORGAN CHASE & CO | $3.6M | 64,589 | Added |
| 21 | Janney Montgomery Scott LLC | $3.5M | 63,520 | Added |
| 22 | HighTower Advisors, LLC | $3.4M | 61,683 | Trimmed |
| 23 | Golden State Equity Partners | $3.3M | 59,597 | Trimmed |
| 24 | J.W. COLE ADVISORS, INC. | $3.0M | 53,438 | Added |
| 25 | Onyx Bridge Wealth Group LLC | $3.0M | 53,258 | Added |