| 1 | WELLS FARGO & COMPANY/MN | $112.7M | 1.8M | Trimmed |
| 2 | MORGAN STANLEY | $86.2M | 1.4M | Trimmed |
| 3 | LPL Financial LLC | $60.8M | 973,096 | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $55.1M | 882,643 | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $28.2M | 451,816 | Trimmed |
| 6 | UBS Group AG | $22.5M | 360,777 | Trimmed |
| 7 | WCG Wealth Advisors LLC | $20.3M | 324,995 | Added |
| 8 | EARNED WEALTH ADVISORS, LLC | $15.3M | 245,103 | Trimmed |
| 9 | STIFEL FINANCIAL CORP | $13.3M | 212,251 | Trimmed |
| 10 | AMERIPRISE FINANCIAL INC | $12.5M | 199,654 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $12.1M | 193,074 | Trimmed |
| 12 | TradeWell Securities, LLC. | $10.1M | 161,354 | Added |
| 13 | Janney Montgomery Scott LLC | $9.9M | 158,128 | Trimmed |
| 14 | PERRYMAN FINANCIAL ADVISORY INC /AD | $9.8M | 156,419 | Added |
| 15 | D.A. DAVIDSON & CO. | $9.1M | 145,719 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $8.0M | 127,757 | Trimmed |
| 17 | Cambridge Investment Research Advisors, Inc. | $6.6M | 105,889 | Trimmed |
| 18 | Cetera Investment Advisers | $6.5M | 103,678 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $6.1M | 97,304 | Trimmed |
| 20 | Rockefeller Capital Management L.P. | $5.9M | 94,668 | Trimmed |
| 21 | Royal Bank of Canada | $5.0M | 79,697 | Trimmed |
| 22 | Proactive Wealth Strategies LLC | $4.5M | 71,574 | Trimmed |
| 23 | SFI Advisors, LLC | $4.4M | 71,126 | Trimmed |
| 24 | TRUIST FINANCIAL CORP | $4.4M | 70,866 | Trimmed |
| 25 | TWO SIGMA INVESTMENTS, LP | $4.4M | 70,200 | Trimmed |