| 1 | STIFEL FINANCIAL CORP | $255.8M | 4.6M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $22.0M | 398,926 | Added |
| 3 | LPL Financial LLC | $12.4M | 225,595 | Added |
| 4 | MORGAN STANLEY | $10.9M | 197,255 | Added |
| 5 | UBS Group AG | $7.1M | 128,459 | Added |
| 6 | PNC Financial Services Group, Inc. | $7.1M | 128,290 | Trimmed |
| 7 | Geneos Wealth Management Inc. | $5.7M | 104,087 | Added |
| 8 | SYKON CAPITAL LLC | $5.1M | 91,732 | Added |
| 9 | Wick Capital Partners, LLC | $4.6M | 82,580 | Added |
| 10 | Empowered Funds, LLC | $2.8M | 50,514 | Added |
| 11 | Arkadios Wealth Advisors | $2.8M | 50,390 | Trimmed |
| 12 | Thrivent Financial for Lutherans | $2.6M | 46,575 | Added |
| 13 | Lunt Capital Management, Inc. | $2.6M | 46,323 | Hold |
| 14 | Capital Advisors, Ltd. LLC | $2.5M | 46,075 | Trimmed |
| 15 | BINGHAM PRIVATE WEALTH, LLC | $2.5M | 45,125 | Trimmed |
| 16 | Longview Financial Advisors, Inc. | $2.4M | 44,070 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 41,859 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $2.1M | 38,430 | Added |
| 19 | Davis Investment Partners, LLC | $1.9M | 35,379 | Added |
| 20 | Cetera Investment Advisers | $1.9M | 34,091 | Trimmed |
| 21 | Sanctuary Advisors, LLC | $1.9M | 33,681 | New |
| 22 | Carroll Advisory Group, LLC | $1.6M | 29,732 | Trimmed |
| 23 | Friedenthal Financial | $1.6M | 29,319 | Trimmed |
| 24 | SFE Investment Counsel | $1.5M | 27,265 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 24,542 | Added |