| 1 | BANK OF AMERICA CORP /DE/ | $79.5M | 1.7M | Added |
| 2 | AMERIPRISE FINANCIAL INC | $47.9M | 1.0M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $46.9M | 986,027 | Trimmed |
| 4 | MORGAN STANLEY | $38.1M | 801,222 | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $17.2M | 361,802 | Added |
| 6 | LPL Financial LLC | $15.4M | 323,275 | Added |
| 7 | Cetera Investment Advisers | $8.3M | 174,009 | Trimmed |
| 8 | PERRYMAN FINANCIAL ADVISORY INC /AD | $6.4M | 134,843 | Added |
| 9 | UBS Group AG | $5.7M | 119,575 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 93,848 | Added |
| 11 | CWM, LLC | $4.0M | 83,400 | Trimmed |
| 12 | Gateway Wealth Partners, LLC | $3.9M | 82,814 | Added |
| 13 | Summit Financial Wealth Advisors, LLC | $3.4M | 70,821 | Added |
| 14 | Royal Bank of Canada | $2.8M | 59,054 | Added |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.5M | 51,969 | Added |
| 16 | Stratos Wealth Partners, LTD. | $2.3M | 48,050 | Trimmed |
| 17 | STIFEL FINANCIAL CORP | $2.2M | 45,867 | Trimmed |
| 18 | JONES FINANCIAL COMPANIES LLLP | $2.1M | 45,762 | Added |
| 19 | OSAIC HOLDINGS, INC. | $2.0M | 42,732 | Trimmed |
| 20 | Sherry Group, Inc. | $1.7M | 35,901 | Trimmed |
| 21 | 1900 WEALTH MANAGEMENT LLC | $1.3M | 28,152 | Hold |
| 22 | SMITH, MOORE & CO. | $1.3M | 27,850 | Trimmed |
| 23 | CreativeOne Wealth, LLC | $1.2M | 25,325 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 23,323 | Trimmed |
| 25 | Kestra Advisory Services, LLC | $1.1M | 22,167 | Trimmed |