| 1 | Aptus Capital Advisors, LLC | $180.1M | 8.7M | Added |
| 2 | MORGAN STANLEY | $99.8M | 4.8M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $91.4M | 4.4M | Added |
| 4 | WELLS FARGO & COMPANY/MN | $67.0M | 3.3M | Added |
| 5 | LPL Financial LLC | $47.3M | 2.3M | Trimmed |
| 6 | Atlantic Union Bankshares Corp | $42.7M | 2.1M | Added |
| 7 | UBS Group AG | $41.9M | 2.0M | Added |
| 8 | HENGEHOLD CAPITAL MANAGEMENT LLC | $39.1M | 1.9M | Added |
| 9 | Invesco Ltd. | $34.4M | 1.7M | Added |
| 10 | MONECO Advisors, LLC | $21.8M | 1.1M | Added |
| 11 | Royal Bank of Canada | $20.5M | 994,559 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $19.2M | 931,945 | Added |
| 13 | Sequoia Financial Advisors, LLC | $18.7M | 906,090 | Trimmed |
| 14 | Motley Fool Wealth Management, LLC | $17.5M | 847,636 | Trimmed |
| 15 | Baird Financial Group, Inc. | $16.1M | 781,137 | Added |
| 16 | Capital Investment Counsel, LLC | $14.9M | 722,194 | Added |
| 17 | FORONJY FINANCIAL LLC | $14.4M | 698,863 | Added |
| 18 | BANK OF AMERICA CORP /DE/ | $14.2M | 690,831 | Added |
| 19 | &PARTNERS | $13.9M | 675,667 | Added |
| 20 | Strategic Financial Group, LLC | $13.8M | 672,382 | New |
| 21 | GILL CAPITAL PARTNERS, LLC | $11.5M | 559,522 | Added |
| 22 | Clark Asset Management, LLC | $11.4M | 551,621 | Added |
| 23 | COOKSON PEIRCE & CO INC | $10.6M | 514,017 | Added |
| 24 | OSAIC HOLDINGS, INC. | $10.3M | 501,944 | Added |
| 25 | Janney Montgomery Scott LLC | $9.4M | 455,494 | Added |