| 1 | MORGAN STANLEY | $62.2M | 1.3M | Trimmed |
| 2 | LPL Financial LLC | $49.0M | 1.0M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $46.8M | 1.0M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $42.3M | 903,982 | Trimmed |
| 5 | Marquette Asset Management, LLC | $32.9M | 702,903 | Trimmed |
| 6 | Financial Security Advisor, Inc. | $31.8M | 680,084 | Trimmed |
| 7 | HighTower Advisors, LLC | $27.7M | 592,223 | Trimmed |
| 8 | New England Private Wealth Advisors LLC | $26.4M | 564,096 | Trimmed |
| 9 | UBS Group AG | $22.5M | 480,906 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $20.1M | 429,460 | Trimmed |
| 11 | Creative Planning | $16.1M | 344,383 | Trimmed |
| 12 | Royal Bank of Canada | $15.8M | 337,816 | Added |
| 13 | JPMORGAN CHASE & CO | $15.7M | 352,690 | Added |
| 14 | OSAIC HOLDINGS, INC. | $15.4M | 330,112 | Trimmed |
| 15 | Arkadios Wealth Advisors | $13.0M | 278,865 | Added |
| 16 | Janney Montgomery Scott LLC | $12.0M | 257,306 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $12.0M | 256,806 | Trimmed |
| 18 | NORTHERN TRUST CORP | $10.1M | 215,494 | New |
| 19 | Private Advisor Group, LLC | $9.8M | 209,714 | Added |
| 20 | CUTLER INVESTMENT COUNSEL LLC | $9.6M | 205,947 | Trimmed |
| 21 | GOLDMAN SACHS GROUP INC | $8.1M | 172,554 | Added |
| 22 | COLDSTREAM CAPITAL MANAGEMENT INC | $7.6M | 162,757 | Trimmed |
| 23 | TWO SIGMA INVESTMENTS, LP | $6.8M | 145,430 | New |
| 24 | CAPTRUST FINANCIAL ADVISORS | $6.7M | 143,731 | Added |
| 25 | Trinity Wealth Management, LLC | $6.7M | 143,060 | New |