| 1 | MORGAN STANLEY | $198.8M | 1.8M | Trimmed |
| 2 | LPL Financial LLC | $129.2M | 1.2M | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $78.5M | 729,216 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $76.0M | 706,406 | Trimmed |
| 5 | FIFTH THIRD BANCORP | $44.3M | 411,551 | Trimmed |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $39.8M | 369,402 | Trimmed |
| 7 | HOWARD FINANCIAL SERVICES, LTD. | $36.7M | 340,836 | Added |
| 8 | Campbell Deegan Wealth Management, LLC | $20.8M | 193,546 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $20.5M | 190,404 | Trimmed |
| 10 | Royal Bank of Canada | $19.3M | 179,510 | Added |
| 11 | Coastal Bridge Advisors, LLC | $18.1M | 167,939 | Trimmed |
| 12 | UBS Group AG | $17.7M | 164,528 | Added |
| 13 | BNP PARIBAS FINANCIAL MARKETS | $17.2M | 160,200 | Added |
| 14 | Creative Planning | $16.3M | 151,888 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $15.2M | 141,214 | Trimmed |
| 16 | JONES FINANCIAL COMPANIES LLLP | $14.1M | 134,125 | Added |
| 17 | Cedar Wealth Management, LLC | $13.2M | 122,786 | Trimmed |
| 18 | WESCAP Management Group, Inc. | $12.9M | 120,202 | Trimmed |
| 19 | Cetera Investment Advisers | $12.8M | 119,234 | Trimmed |
| 20 | Darrow Company, Inc. | $12.2M | 113,671 | Added |
| 21 | D'Orazio & Associates, Inc. | $12.2M | 113,320 | Trimmed |
| 22 | Modern Wealth Management, LLC | $11.9M | 110,492 | Trimmed |
| 23 | Longview Financial Advisors, Inc. | $11.8M | 109,700 | Added |
| 24 | WELLS FARGO & COMPANY/MN | $11.7M | 108,480 | Trimmed |
| 25 | Silicon Valley Capital Partners | $11.7M | 108,457 | Trimmed |