| 1 | BANK OF AMERICA CORP /DE/ | $44.7M | 630,521 | Added |
| 2 | LPL Financial LLC | $44.3M | 624,819 | Added |
| 3 | Avior Wealth Management, LLC | $29.1M | 409,737 | Trimmed |
| 4 | Foundations Investment Advisors, LLC | $20.3M | 286,584 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $20.0M | 282,185 | Added |
| 6 | AMERIPRISE FINANCIAL INC | $19.0M | 268,115 | Added |
| 7 | Whitaker-Myers Wealth Managers, LTD. | $16.4M | 230,965 | Added |
| 8 | MORGAN STANLEY | $16.3M | 229,287 | Added |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $12.6M | 177,881 | Added |
| 10 | Cetera Investment Advisers | $6.5M | 92,254 | Added |
| 11 | Royal Bank of Canada | $5.4M | 75,667 | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $4.8M | 67,662 | Added |
| 13 | INDEPENDENT FINANCIAL GROUP, LLC | $4.6M | 64,207 | Trimmed |
| 14 | Equitable Holdings, Inc. | $4.2M | 59,209 | Added |
| 15 | JONES FINANCIAL COMPANIES LLLP | $4.0M | 55,906 | Added |
| 16 | CAPTRUST FINANCIAL ADVISORS | $3.8M | 53,660 | Trimmed |
| 17 | CITIGROUP INC | $3.5M | 49,580 | Added |
| 18 | Thrivent Financial for Lutherans | $3.3M | 46,118 | Added |
| 19 | WELLS FARGO & COMPANY/MN | $3.2M | 45,787 | Added |
| 20 | Sovran Advisors, LLC | $3.0M | 39,807 | Added |
| 21 | WESCAP Management Group, Inc. | $2.8M | 39,904 | Added |
| 22 | Cambridge Investment Research Advisors, Inc. | $2.5M | 35,789 | Trimmed |
| 23 | Everest Financial Group LLC | $2.5M | 35,072 | Trimmed |
| 24 | MONEY CONCEPTS CAPITAL CORP | $2.1M | 30,247 | Trimmed |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 28,031 | Trimmed |