| 1 | BANK OF AMERICA CORP /DE/ | $170.1M | 7.3M | Added |
| 2 | MORGAN STANLEY | $155.7M | 6.7M | Added |
| 3 | Aptus Capital Advisors, LLC | $148.4M | 6.4M | Trimmed |
| 4 | CAPITAL ADVISORS INC/OK | $118.2M | 5.1M | Added |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | $117.1M | 5.0M | Trimmed |
| 6 | SHUFRO ROSE & CO LLC | $92.5M | 4.0M | Added |
| 7 | Capital Investment Advisors, LLC | $89.9M | 3.9M | Added |
| 8 | UBS Group AG | $85.6M | 3.7M | Added |
| 9 | Lido Advisors, LLC | $76.0M | 3.3M | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $73.8M | 3.2M | Added |
| 11 | HM PAYSON & CO | $65.8M | 2.8M | Added |
| 12 | LPL Financial LLC | $55.4M | 2.4M | Added |
| 13 | Royal Bank of Canada | $54.4M | 2.3M | Added |
| 14 | WELLS FARGO & COMPANY/MN | $49.4M | 2.1M | Added |
| 15 | SUMMITRY LLC | $44.3M | 1.9M | Added |
| 16 | HighTower Advisors, LLC | $43.4M | 1.9M | Added |
| 17 | Sound View Wealth Advisors Group, LLC | $41.1M | 1.8M | Added |
| 18 | WOODMONT INVESTMENT COUNSEL LLC | $40.7M | 1.8M | Added |
| 19 | Klingman & Associates, LLC | $36.8M | 1.6M | Added |
| 20 | SIGMA INVESTMENT COUNSELORS INC | $35.9M | 1.5M | Added |
| 21 | Gratus Wealth Advisors, LLC | $35.1M | 1.5M | Added |
| 22 | Venture Visionary Partners LLC | $34.7M | 1.5M | Added |
| 23 | Wealthcare Advisory Partners LLC | $27.5M | 1.2M | Added |
| 24 | Meiji Yasuda Life Insurance Co | $27.4M | 1.2M | Added |
| 25 | Seven Springs Wealth Group, LLC | $27.1M | 1.2M | Added |