| 1 | BANK OF AMERICA CORP /DE/ | $38.8M | 2.9M | Added |
| 2 | UBS Group AG | $34.6M | 2.6M | Added |
| 3 | MORGAN STANLEY | $20.8M | 1.6M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $18.3M | 1.4M | Added |
| 5 | D.A. DAVIDSON & CO. | $14.9M | 1.1M | Added |
| 6 | LPL Financial LLC | $9.4M | 700,766 | Added |
| 7 | GUGGENHEIM CAPITAL LLC | $8.6M | 643,309 | Added |
| 8 | AMERIPRISE FINANCIAL INC | $8.6M | 640,127 | Trimmed |
| 9 | Baird Financial Group, Inc. | $8.3M | 613,861 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $7.6M | 563,686 | Trimmed |
| 11 | Advisors Asset Management, Inc. | $7.2M | 533,895 | Added |
| 12 | Marathon Strategic Advisors, LLC | $3.9M | 293,821 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $3.9M | 288,924 | Trimmed |
| 14 | HARBOUR INVESTMENTS, INC. | $3.7M | 273,702 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $3.5M | 259,047 | Added |
| 16 | Creekside Partners | $3.2M | 237,856 | Added |
| 17 | OPPENHEIMER & CO INC | $3.2M | 237,341 | Added |
| 18 | Royal Bank of Canada | $3.0M | 222,047 | Added |
| 19 | Samalin Investment Counsel, LLC | $2.8M | 206,445 | Added |
| 20 | Cetera Investment Advisers | $2.5M | 183,537 | Trimmed |
| 21 | NewEdge Advisors, LLC | $2.3M | 168,723 | Added |
| 22 | Rockefeller Capital Management L.P. | $2.1M | 154,322 | Trimmed |
| 23 | Cambridge Investment Research Advisors, Inc. | $2.0M | 148,918 | Trimmed |
| 24 | Grange Capital, LLC | $2.0M | 146,012 | Trimmed |
| 25 | Focus Partners Wealth | $1.9M | 141,775 | Trimmed |