| 1 | Destination Wealth Management | $69.3M | 605,045 | Trimmed |
| 2 | MORGAN STANLEY | $66.5M | 580,329 | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $61.0M | 531,947 | Added |
| 4 | LPL Financial LLC | $46.0M | 401,558 | Added |
| 5 | Royal Bank of Canada | $23.3M | 203,313 | Added |
| 6 | Steward Partners Investment Advisory, LLC | $19.9M | 173,885 | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $19.7M | 171,781 | Trimmed |
| 8 | RAYMOND JAMES FINANCIAL INC | $14.6M | 127,590 | Trimmed |
| 9 | LBMC INVESTMENT ADVISORS, LLC | $12.3M | 107,355 | Added |
| 10 | Cetera Investment Advisers | $11.8M | 102,592 | Added |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11.0M | 96,376 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $10.9M | 95,061 | Trimmed |
| 13 | AMERIPRISE FINANCIAL INC | $10.1M | 88,178 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $9.9M | 86,376 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $9.8M | 85,917 | Trimmed |
| 16 | ARRIEN INVESTMENTS, INC. | $8.1M | 70,480 | Added |
| 17 | Sovran Advisors, LLC | $7.6M | 65,724 | Added |
| 18 | PGIM Custom Harvest LLC | $7.4M | 64,158 | Trimmed |
| 19 | GOLDMAN SACHS GROUP INC | $6.7M | 58,261 | Trimmed |
| 20 | TRUIST FINANCIAL CORP | $6.2M | 54,033 | Trimmed |
| 21 | FIRST NATIONAL BANK OF OMAHA | $6.1M | 52,616 | Added |
| 22 | UBS Group AG | $6.0M | 52,695 | Added |
| 23 | FORTE ASSET MANAGEMENT LLC | $6.0M | 52,430 | Trimmed |
| 24 | MML INVESTORS SERVICES, LLC | $5.7M | 50,061 | Added |
| 25 | JONES FINANCIAL COMPANIES LLLP | $5.6M | 48,299 | Added |