| 1 | MORGAN STANLEY | $123.3M | 961,423 | Added |
| 2 | LPL Financial LLC | $80.2M | 625,490 | Added |
| 3 | AMERIPRISE FINANCIAL INC | $75.6M | 589,766 | Trimmed |
| 4 | Fusion Family Wealth LLC | $70.7M | 551,484 | Added |
| 5 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $68.7M | 535,439 | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $41.8M | 326,143 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $33.9M | 264,549 | Trimmed |
| 8 | Bleakley Financial Group, LLC | $26.3M | 205,423 | Added |
| 9 | Resonant Capital Advisors, LLC | $21.9M | 170,930 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $18.1M | 141,406 | Added |
| 11 | UBS Group AG | $16.2M | 126,627 | Added |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $15.7M | 122,428 | Added |
| 13 | RVW Wealth, LLC | $15.1M | 117,587 | Trimmed |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $11.3M | 87,942 | Added |
| 15 | OSAIC HOLDINGS, INC. | $9.6M | 74,949 | Added |
| 16 | JONES FINANCIAL COMPANIES LLLP | $8.5M | 67,627 | Added |
| 17 | EverSource Wealth Advisors, LLC | $6.1M | 47,863 | Added |
| 18 | Royal Bank of Canada | $6.1M | 47,381 | Trimmed |
| 19 | Ipsen Advisor Group LLC | $5.9M | 46,159 | Added |
| 20 | NWAM LLC | $5.1M | 39,790 | Trimmed |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.9M | 37,600 | Trimmed |
| 22 | CWM, LLC | $4.7M | 36,724 | Added |
| 23 | Private Advisor Group, LLC | $4.6M | 36,135 | Trimmed |
| 24 | Marshall & Sterling Wealth Advisors Inc. | $4.4M | 33,967 | Trimmed |
| 25 | Cetera Investment Advisers | $3.9M | 30,137 | Added |