| 1 | MORGAN STANLEY | $76.2M | 836,481 | Trimmed |
| 2 | WELLS FARGO & COMPANY/MN | $72.6M | 796,996 | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $48.6M | 533,258 | Added |
| 4 | LPL Financial LLC | $44.4M | 486,887 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $32.1M | 352,787 | Trimmed |
| 6 | EARNED WEALTH ADVISORS, LLC | $24.1M | 264,853 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $18.5M | 202,542 | Added |
| 8 | UBS Group AG | $18.3M | 200,509 | Trimmed |
| 9 | D.A. DAVIDSON & CO. | $14.4M | 158,041 | Added |
| 10 | TRUIST FINANCIAL CORP | $14.2M | 155,961 | Trimmed |
| 11 | Janney Montgomery Scott LLC | $10.7M | 117,214 | Added |
| 12 | Modern Wealth Management, LLC | $9.0M | 98,910 | Added |
| 13 | Baird Financial Group, Inc. | $8.9M | 98,156 | Trimmed |
| 14 | STIFEL FINANCIAL CORP | $7.2M | 79,172 | Trimmed |
| 15 | Virtue Capital Management, LLC | $7.0M | 77,360 | Trimmed |
| 16 | Monument Capital Management | $5.8M | 63,826 | Trimmed |
| 17 | BENJAMIN EDWARDS INC | $5.6M | 61,781 | Added |
| 18 | Cetera Investment Advisers | $4.9M | 54,311 | Added |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.8M | 52,869 | Added |
| 20 | BNP PARIBAS FINANCIAL MARKETS | $4.6M | 50,000 | Hold |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $4.4M | 48,108 | Trimmed |
| 22 | ASSETMARK, INC | $4.2M | 46,324 | Added |
| 23 | Cambridge Investment Research Advisors, Inc. | $4.1M | 44,764 | Trimmed |
| 24 | Royal Bank of Canada | $3.9M | 42,454 | Trimmed |
| 25 | PGIM Custom Harvest LLC | $3.7M | 40,120 | Added |