| 1 | STIFEL FINANCIAL CORP | $274.2M | 4.6M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $23.7M | 400,248 | Added |
| 3 | LPL Financial LLC | $13.5M | 228,655 | Added |
| 4 | MORGAN STANLEY | $12.6M | 211,835 | Added |
| 5 | UBS Group AG | $9.2M | 155,539 | Added |
| 6 | Geneos Wealth Management Inc. | $7.4M | 125,102 | Added |
| 7 | PNC Financial Services Group, Inc. | $7.0M | 118,711 | Trimmed |
| 8 | Wick Capital Partners, LLC | $4.5M | 76,086 | Trimmed |
| 9 | GOLDMAN SACHS GROUP INC | $4.4M | 73,789 | New |
| 10 | RAYMOND JAMES FINANCIAL INC | $3.1M | 52,941 | Added |
| 11 | Arkadios Wealth Advisors | $3.0M | 51,365 | Added |
| 12 | Lunt Capital Management, Inc. | $2.8M | 48,007 | Added |
| 13 | BINGHAM PRIVATE WEALTH, LLC | $2.8M | 47,694 | Added |
| 14 | Thrivent Financial for Lutherans | $2.8M | 46,420 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 45,280 | Added |
| 16 | Longview Financial Advisors, Inc. | $2.6M | 44,074 | Added |
| 17 | Capital Advisors, Ltd. LLC | $2.6M | 43,916 | Trimmed |
| 18 | Davis Investment Partners, LLC | $2.1M | 35,187 | Trimmed |
| 19 | Cetera Investment Advisers | $2.1M | 34,605 | Added |
| 20 | Royal Bank of Canada | $1.8M | 30,034 | Added |
| 21 | Carroll Advisory Group, LLC | $1.8M | 29,732 | Hold |
| 22 | Friedenthal Financial | $1.7M | 29,344 | Added |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 26,999 | Added |
| 24 | SFE Investment Counsel | $1.6M | 26,829 | Trimmed |
| 25 | Janney Montgomery Scott LLC | $1.4M | 24,168 | Added |