| 1 | BANK OF AMERICA CORP /DE/ | $558.2M | 1.6M | Added |
| 2 | JPMORGAN CHASE & CO | $150.6M | 433,140 | Trimmed |
| 3 | MORGAN STANLEY | $149.6M | 416,557 | Added |
| 4 | PGIM Custom Harvest LLC | $142.2M | 396,125 | Added |
| 5 | UBS Group AG | $122.4M | 340,941 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $121.5M | 338,459 | Trimmed |
| 7 | LPL Financial LLC | $79.0M | 219,950 | Trimmed |
| 8 | Beacon Capital Management, Inc. | $66.8M | 186,007 | Trimmed |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $65.9M | 183,464 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $47.8M | 133,127 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $43.9M | 122,307 | Trimmed |
| 12 | STIFEL FINANCIAL CORP | $40.6M | 112,994 | Trimmed |
| 13 | Auto-Owners Insurance Co | $33.3M | 92,700 | Hold |
| 14 | Lido Advisors, LLC | $31.7M | 88,180 | Added |
| 15 | Rockefeller Capital Management L.P. | $31.6M | 87,975 | Added |
| 16 | KCM INVESTMENT ADVISORS LLC | $31.1M | 86,486 | Added |
| 17 | AMERIPRISE FINANCIAL INC | $28.0M | 77,920 | Trimmed |
| 18 | Janney Montgomery Scott LLC | $27.9M | 77,735 | Added |
| 19 | Royal Bank of Canada | $24.4M | 68,075 | Trimmed |
| 20 | TWO SIGMA INVESTMENTS, LP | $20.2M | 56,180 | Added |
| 21 | PNC Financial Services Group, Inc. | $18.5M | 51,552 | Trimmed |
| 22 | M&T Bank Corp | $18.4M | 51,361 | Trimmed |
| 23 | Cetera Investment Advisers | $18.4M | 51,321 | Trimmed |
| 24 | Ameritas Advisory Services, LLC | $17.4M | 48,418 | Trimmed |
| 25 | Empower Advisory Group, LLC | $17.0M | 47,216 | Added |