| 1 | BANK OF AMERICA CORP /DE/ | $113.9M | 1.7M | Trimmed |
| 2 | MORGAN STANLEY | $71.3M | 1.0M | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $42.3M | 620,757 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $22.1M | 324,450 | Added |
| 5 | LPL Financial LLC | $20.6M | 301,972 | Added |
| 6 | UBS Group AG | $18.5M | 271,571 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $12.9M | 189,116 | Trimmed |
| 8 | Royal Bank of Canada | $10.7M | 156,619 | Added |
| 9 | GOLDMAN SACHS GROUP INC | $9.5M | 138,549 | Added |
| 10 | Del-Sette Capital Management, LLC | $7.4M | 108,553 | Trimmed |
| 11 | Janney Montgomery Scott LLC | $6.8M | 99,222 | Trimmed |
| 12 | Capital Investment Counsel, LLC | $6.4M | 94,096 | Added |
| 13 | Dynamic Advisor Solutions LLC | $5.0M | 72,999 | Added |
| 14 | MTM FINANCIAL GROUP, LLC | $4.8M | 70,129 | Trimmed |
| 15 | STIFEL FINANCIAL CORP | $4.4M | 64,665 | Trimmed |
| 16 | AMERIPRISE FINANCIAL INC | $4.3M | 63,271 | Added |
| 17 | IFP Advisors, Inc | $4.2M | 61,107 | Added |
| 18 | Rockefeller Capital Management L.P. | $3.5M | 51,633 | Trimmed |
| 19 | Integrated Wealth Concepts LLC | $3.4M | 50,062 | Added |
| 20 | Sanctuary Advisors, LLC | $3.3M | 47,782 | Trimmed |
| 21 | Meridian Wealth Management, LLC | $3.2M | 46,505 | Trimmed |
| 22 | Cetera Investment Advisers | $3.1M | 45,521 | Added |
| 23 | JPL Wealth Management, LLC | $3.0M | 44,643 | Trimmed |
| 24 | JONES FINANCIAL COMPANIES LLLP | $3.0M | 43,185 | Added |
| 25 | OSAIC HOLDINGS, INC. | $2.8M | 41,570 | Added |