| 1 | Harel Insurance Investments & Financial Services Ltd. | $56.6M | 1.0M | Added |
| 2 | ALTFEST L J & CO INC | $14.4M | 257,074 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $8.7M | 155,251 | Trimmed |
| 4 | MORGAN STANLEY | $8.2M | 146,373 | Added |
| 5 | WELLS FARGO & COMPANY/MN | $6.9M | 123,970 | Added |
| 6 | GOLDMAN SACHS GROUP INC | $6.1M | 109,450 | Added |
| 7 | HighTower Advisors, LLC | $6.0M | 106,385 | Trimmed |
| 8 | LPL Financial LLC | $5.1M | 91,049 | Added |
| 9 | Royal Bank of Canada | $4.1M | 73,846 | Added |
| 10 | JPMORGAN CHASE & CO | $4.0M | 71,652 | Added |
| 11 | SCOTIA CAPITAL INC. | $3.1M | 55,709 | Added |
| 12 | LEUTHOLD GROUP, LLC | $3.0M | 53,392 | Trimmed |
| 13 | Farther Finance Advisors, LLC | $3.0M | 53,049 | Trimmed |
| 14 | PRECEDENT WEALTH PARTNERS, LLC | $2.5M | 44,502 | Trimmed |
| 15 | BANK OF AMERICA CORP /DE/ | $2.3M | 41,575 | Trimmed |
| 16 | TD Waterhouse Canada Inc. | $2.3M | 40,443 | Added |
| 17 | Yoder Wealth Management, Inc. | $1.9M | 34,456 | Added |
| 18 | UBS Group AG | $1.9M | 33,590 | Trimmed |
| 19 | VISTA INVESTMENT MANAGEMENT | $1.8M | 32,679 | Added |
| 20 | Carnegie Investment Counsel | $1.6M | 28,187 | Trimmed |
| 21 | Friedenthal Financial | $1.6M | 28,111 | Added |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 27,144 | Added |
| 23 | Legacy Private Trust Co. | $1.5M | 26,883 | Trimmed |
| 24 | Joseph P. Lucia & Associates, LLC | $1.3M | 23,199 | Hold |
| 25 | Walker Asset Management, LLC | $1.3M | 22,875 | Added |