| 1 | Aptus Capital Advisors, LLC | $182.6M | 8.9M | Added |
| 2 | MORGAN STANLEY | $120.3M | 5.9M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $99.5M | 4.9M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $55.8M | 2.7M | Trimmed |
| 5 | Atlantic Union Bankshares Corp | $52.9M | 2.6M | Added |
| 6 | LPL Financial LLC | $49.4M | 2.4M | Added |
| 7 | UBS Group AG | $43.4M | 2.1M | Added |
| 8 | Invesco Ltd. | $39.8M | 1.9M | Added |
| 9 | HENGEHOLD CAPITAL MANAGEMENT LLC | $39.1M | 1.9M | Added |
| 10 | MONECO Advisors, LLC | $24.2M | 1.2M | Added |
| 11 | Royal Bank of Canada | $21.1M | 1.0M | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $20.8M | 1.0M | Added |
| 13 | Baird Financial Group, Inc. | $17.1M | 835,672 | Added |
| 14 | Capital Investment Counsel, LLC | $16.2M | 791,608 | Added |
| 15 | FORONJY FINANCIAL LLC | $15.2M | 739,990 | Added |
| 16 | BANK OF AMERICA CORP /DE/ | $14.7M | 718,889 | Added |
| 17 | Clark Asset Management, LLC | $14.3M | 696,425 | Added |
| 18 | &PARTNERS | $14.2M | 691,058 | Added |
| 19 | Strategic Financial Group, LLC | $13.9M | 678,051 | Added |
| 20 | GILL CAPITAL PARTNERS, LLC | $11.7M | 571,677 | Added |
| 21 | Legacy Financial Group LLC | $11.6M | 567,841 | New |
| 22 | COOKSON PEIRCE & CO INC | $11.1M | 539,123 | Added |
| 23 | Sequoia Financial Advisors, LLC | $10.5M | 512,884 | Trimmed |
| 24 | OSAIC HOLDINGS, INC. | $10.3M | 499,978 | Trimmed |
| 25 | JONES FINANCIAL COMPANIES LLLP | $9.9M | 481,288 | Added |