| 1 | BANK OF AMERICA CORP /DE/ | $85.9M | 1.7M | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $51.8M | 1.0M | Added |
| 3 | AMERIPRISE FINANCIAL INC | $51.2M | 1.0M | Added |
| 4 | MORGAN STANLEY | $42.2M | 837,235 | Added |
| 5 | NORTHERN TRUST CORP | $26.0M | 516,019 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $20.4M | 405,307 | Added |
| 7 | LPL Financial LLC | $16.7M | 331,715 | Added |
| 8 | Cetera Investment Advisers | $7.9M | 156,594 | Trimmed |
| 9 | PERRYMAN FINANCIAL ADVISORY INC /AD | $7.0M | 138,804 | Added |
| 10 | UBS Group AG | $6.2M | 123,413 | Added |
| 11 | Royal Bank of Canada | $5.6M | 111,644 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 104,035 | Added |
| 13 | Summit Financial Wealth Advisors, LLC | $3.7M | 74,145 | Added |
| 14 | STIFEL FINANCIAL CORP | $3.1M | 62,063 | Added |
| 15 | OSAIC HOLDINGS, INC. | $3.1M | 62,056 | Added |
| 16 | JONES FINANCIAL COMPANIES LLLP | $3.0M | 60,449 | Added |
| 17 | Bernicke Wealth Management, Ltd. | $2.6M | 51,101 | Trimmed |
| 18 | Stratos Wealth Partners, LTD. | $2.4M | 47,703 | Trimmed |
| 19 | Gateway Wealth Partners, LLC | $2.0M | 40,364 | Trimmed |
| 20 | Sherry Group, Inc. | $2.0M | 38,903 | Added |
| 21 | 1900 WEALTH MANAGEMENT LLC | $1.4M | 28,152 | Hold |
| 22 | CreativeOne Wealth, LLC | $1.3M | 26,426 | Added |
| 23 | SMITH, MOORE & CO. | $1.3M | 26,260 | Trimmed |
| 24 | ALPS ADVISORS INC | $1.2M | 22,975 | New |
| 25 | Kestra Advisory Services, LLC | $1.2M | 22,919 | Added |