| 1 | MORGAN STANLEY | $62.4M | 1.3M | Added |
| 2 | LPL Financial LLC | $34.5M | 714,740 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $10.5M | 217,850 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $9.3M | 191,945 | Added |
| 5 | 49 WEALTH MANAGEMENT, LLC | $8.9M | 185,038 | Added |
| 6 | MML INVESTORS SERVICES, LLC | $8.4M | 174,138 | Trimmed |
| 7 | UBS Group AG | $7.2M | 149,161 | Trimmed |
| 8 | Federation des caisses Desjardins du Quebec | $6.3M | 131,392 | New |
| 9 | Luminist Capital LLC | $5.1M | 106,417 | Added |
| 10 | STIFEL FINANCIAL CORP | $4.6M | 94,682 | Trimmed |
| 11 | Janney Montgomery Scott LLC | $3.1M | 64,735 | Trimmed |
| 12 | Marshall & Sterling Wealth Advisors Inc. | $2.9M | 59,113 | Added |
| 13 | Insight Wealth Partners, LLC | $2.8M | 58,908 | New |
| 14 | EP Wealth Advisors, LLC | $2.8M | 58,388 | Added |
| 15 | NewEdge Advisors, LLC | $2.8M | 7,812 | Trimmed |
| 16 | Stratos Wealth Partners, LTD. | $2.3M | 48,496 | Added |
| 17 | CITADEL ADVISORS LLC | $2.1M | 43,202 | Added |
| 18 | Wealthcare Advisory Partners LLC | $1.8M | 38,133 | Added |
| 19 | INTEGRITY ALLIANCE, LLC. | $1.7M | 35,717 | Added |
| 20 | 4WEALTH ADVISORS, INC. | $1.5M | 30,641 | New |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 30,573 | Added |
| 22 | KPP Advisory Services LLC | $1.4M | 28,869 | Hold |
| 23 | GOLDMAN SACHS GROUP INC | $1.3M | 27,016 | Added |
| 24 | INDEPENDENT FINANCIAL GROUP, LLC | $1.2M | 24,531 | Trimmed |
| 25 | Private Advisor Group, LLC | $1.1M | 23,247 | Trimmed |