| 1 | DAVENPORT & Co LLC | $67.4M | 889,118 | Added |
| 2 | UBS Group AG | $39.9M | 526,139 | Trimmed |
| 3 | MORGAN STANLEY | $35.6M | 469,226 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $35.2M | 464,685 | Trimmed |
| 5 | TRUIST FINANCIAL CORP | $35.0M | 461,410 | Added |
| 6 | LPL Financial LLC | $33.8M | 446,533 | Added |
| 7 | Freedom Investment Management, Inc. | $21.5M | 284,274 | Trimmed |
| 8 | CPC Advisors, LLC | $20.3M | 267,688 | Added |
| 9 | Baird Financial Group, Inc. | $16.9M | 222,376 | Trimmed |
| 10 | IEQ CAPITAL, LLC | $15.4M | 203,578 | Hold |
| 11 | Clearwater Capital Advisors, LLC | $14.6M | 192,023 | Added |
| 12 | Private Advisor Group, LLC | $13.4M | 176,452 | Added |
| 13 | Steward Partners Investment Advisory, LLC | $10.8M | 141,949 | Added |
| 14 | Royal Bank of Canada | $10.7M | 141,724 | Trimmed |
| 15 | JPMORGAN CHASE & CO | $9.2M | 121,786 | Added |
| 16 | WELLS FARGO & COMPANY/MN | $8.7M | 114,836 | Trimmed |
| 17 | HighTower Advisors, LLC | $8.7M | 114,614 | Trimmed |
| 18 | THEORY FINANCIAL LLC | $8.3M | 109,393 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $8.0M | 104,998 | Trimmed |
| 20 | Provident Wealth Management, LLC | $7.7M | 101,898 | Added |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $6.4M | 84,755 | Added |
| 22 | Pinnacle Financial Partners, Inc. | $6.4M | 84,335 | Trimmed |
| 23 | Davidson Kahn Capital Management, LLC | $6.0M | 79,471 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $5.9M | 78,199 | Trimmed |
| 25 | Breakwater Capital Group | $5.9M | 77,786 | Trimmed |