| 1 | MORGAN STANLEY | $67.3M | 1.4M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $63.6M | 1.3M | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $52.8M | 1.1M | Trimmed |
| 4 | LPL Financial LLC | $52.3M | 1.1M | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $38.0M | 798,920 | Added |
| 6 | Meeder Advisory Services, Inc. | $25.8M | 542,231 | Added |
| 7 | CITIGROUP INC | $18.7M | 394,130 | Trimmed |
| 8 | Cetera Investment Advisers | $17.1M | 359,142 | Added |
| 9 | SlateStone Wealth, LLC | $16.4M | 345,682 | Added |
| 10 | UBS Group AG | $15.8M | 332,117 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $14.8M | 310,410 | Added |
| 12 | Financial Partners Group, Inc | $11.3M | 237,886 | Added |
| 13 | Manhattan West Asset Management, LLC | $10.8M | 227,982 | Added |
| 14 | Principle Wealth Partners LLC | $10.7M | 224,757 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $9.6M | 201,308 | Added |
| 16 | JPMORGAN CHASE & CO | $9.0M | 189,842 | Added |
| 17 | EnRich Financial Partners LLC | $8.5M | 178,980 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $8.1M | 171,195 | Added |
| 19 | ASHTON THOMAS SECURITIES, LLC | $7.0M | 146,300 | Added |
| 20 | Rockefeller Capital Management L.P. | $6.6M | 138,695 | Added |
| 21 | Royal Bank of Canada | $6.4M | 135,471 | Added |
| 22 | HighTower Advisors, LLC | $6.2M | 130,226 | Added |
| 23 | Vise Technologies, Inc. | $5.6M | 116,797 | Hold |
| 24 | GOLDMAN SACHS GROUP INC | $5.6M | 116,891 | Added |
| 25 | Ocean Park Asset Management, LLC | $5.5M | 116,300 | Hold |