| 1 | BANK OF AMERICA CORP /DE/ | $111.0M | 1.7M | Trimmed |
| 2 | MORGAN STANLEY | $68.2M | 1.0M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $41.3M | 635,674 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $20.7M | 317,622 | Trimmed |
| 5 | Del-Sette Capital Management, LLC | $18.3M | 281,064 | Added |
| 6 | UBS Group AG | $18.1M | 279,015 | Added |
| 7 | LPL Financial LLC | $18.0M | 276,696 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $12.5M | 191,750 | Trimmed |
| 9 | Royal Bank of Canada | $10.1M | 155,649 | Added |
| 10 | Janney Montgomery Scott LLC | $6.5M | 99,323 | Added |
| 11 | Capital Investment Counsel, LLC | $6.0M | 92,838 | Added |
| 12 | GOLDMAN SACHS GROUP INC | $4.9M | 75,732 | Trimmed |
| 13 | Dynamic Advisor Solutions LLC | $4.7M | 72,947 | Added |
| 14 | STIFEL FINANCIAL CORP | $4.2M | 64,714 | Added |
| 15 | AMERIPRISE FINANCIAL INC | $4.0M | 61,134 | Added |
| 16 | IFP Advisors, Inc | $3.8M | 58,789 | Trimmed |
| 17 | Rockefeller Capital Management L.P. | $3.4M | 52,005 | Added |
| 18 | Sanctuary Advisors, LLC | $3.1M | 48,267 | Added |
| 19 | Meridian Wealth Management, LLC | $3.1M | 47,135 | Trimmed |
| 20 | JPL Wealth Management, LLC | $3.0M | 45,732 | Trimmed |
| 21 | Cetera Investment Advisers | $2.9M | 45,210 | Added |
| 22 | Integrated Wealth Concepts LLC | $2.9M | 44,222 | Added |
| 23 | OSAIC HOLDINGS, INC. | $2.7M | 40,790 | Added |
| 24 | JONES FINANCIAL COMPANIES LLLP | $2.6M | 39,750 | Added |
| 25 | AQR CAPITAL MANAGEMENT LLC | $2.5M | 38,773 | New |