| 1 | MORGAN STANLEY | $109.6M | 1.0M | Trimmed |
| 2 | LPL Financial LLC | $100.2M | 914,506 | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $57.9M | 528,797 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $34.7M | 316,764 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $33.9M | 309,460 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $30.8M | 281,084 | Added |
| 7 | Polianta Ltd | $29.3M | 267,700 | Hold |
| 8 | STIFEL FINANCIAL CORP | $25.5M | 232,525 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $23.9M | 218,425 | Trimmed |
| 10 | UBS Group AG | $23.7M | 216,365 | Trimmed |
| 11 | Cetera Investment Advisers | $22.9M | 209,521 | Added |
| 12 | Royal Bank of Canada | $22.0M | 201,240 | Added |
| 13 | 1832 Asset Management L.P. | $19.5M | 177,700 | Hold |
| 14 | KESTRA PRIVATE WEALTH SERVICES, LLC | $17.8M | 162,472 | Added |
| 15 | AMERIPRISE FINANCIAL INC | $17.6M | 161,170 | Trimmed |
| 16 | Ameritas Advisory Services, LLC | $17.3M | 157,875 | Added |
| 17 | OSAIC HOLDINGS, INC. | $13.0M | 118,540 | Added |
| 18 | Clearwater Capital Advisors, LLC | $12.6M | 114,751 | Added |
| 19 | Evelyn Partners Group Ltd | $12.4M | 188,228 | New |
| 20 | BNP PARIBAS FINANCIAL MARKETS | $11.0M | 100,000 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $10.7M | 97,948 | Trimmed |
| 22 | TRUIST FINANCIAL CORP | $8.9M | 81,637 | Trimmed |
| 23 | Arax Advisory Partners | $7.5M | 68,509 | Added |
| 24 | US BANCORP \DE\ | $7.3M | 66,250 | Added |
| 25 | Kestra Advisory Services, LLC | $7.2M | 65,594 | Trimmed |