| 1 | MORGAN STANLEY | $201.0M | 2.3M | Added |
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC | $174.8M | 2.0M | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $61.5M | 711,530 | Added |
| 4 | LPL Financial LLC | $55.3M | 640,146 | Trimmed |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $52.1M | 603,345 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $47.0M | 543,882 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $34.1M | 394,726 | Trimmed |
| 8 | Royal Bank of Canada | $27.5M | 318,720 | Added |
| 9 | Baird Financial Group, Inc. | $26.1M | 302,183 | Added |
| 10 | UBS Group AG | $23.5M | 272,152 | Added |
| 11 | &PARTNERS | $21.1M | 243,797 | Trimmed |
| 12 | TOTH FINANCIAL ADVISORY CORP | $19.7M | 228,310 | Added |
| 13 | AMERIPRISE FINANCIAL INC | $19.7M | 227,899 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $16.4M | 189,586 | Added |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $11.8M | 136,881 | Added |
| 16 | STIFEL FINANCIAL CORP | $11.0M | 127,164 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $9.5M | 109,839 | Trimmed |
| 18 | Modern Wealth Management, LLC | $9.3M | 107,502 | Added |
| 19 | BENJAMIN EDWARDS INC | $9.0M | 104,580 | Trimmed |
| 20 | Dogwood Wealth Management LLC | $8.3M | 96,321 | Added |
| 21 | JONES FINANCIAL COMPANIES LLLP | $7.4M | 86,495 | Added |
| 22 | SMITH, MOORE & CO. | $7.1M | 81,953 | Added |
| 23 | Cambridge Investment Research Advisors, Inc. | $6.7M | 77,681 | Trimmed |
| 24 | Bucket List Wealth Management, LLC | $6.6M | 75,915 | New |
| 25 | Pathstone Holdings, LLC | $6.3M | 72,739 | Hold |