| 1 | MORGAN STANLEY | $127.8M | 767,063 | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $73.9M | 443,260 | Added |
| 3 | WELLS FARGO & COMPANY/MN | $73.4M | 440,201 | Trimmed |
| 4 | PGIM Custom Harvest LLC | $64.9M | 389,701 | Added |
| 5 | LPL Financial LLC | $54.8M | 328,994 | Added |
| 6 | MML INVESTORS SERVICES, LLC | $48.2M | 289,334 | Added |
| 7 | Royal Bank of Canada | $44.0M | 263,826 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $33.5M | 201,167 | Trimmed |
| 9 | UBS Group AG | $29.7M | 178,454 | Trimmed |
| 10 | Kozak & Associates, Inc. | $23.9M | 144,050 | Trimmed |
| 11 | Legacy Edge Advisors, LLC | $18.9M | 113,634 | Added |
| 12 | BNP PARIBAS FINANCIAL MARKETS | $16.7M | 100,000 | Added |
| 13 | OSAIC HOLDINGS, INC. | $16.6M | 99,762 | Trimmed |
| 14 | Prospera Financial Services Inc | $15.6M | 93,578 | Trimmed |
| 15 | MinichMacGregor Wealth Management, LLC | $14.5M | 86,882 | Added |
| 16 | AMERIPRISE FINANCIAL INC | $12.5M | 74,753 | Trimmed |
| 17 | JONES FINANCIAL COMPANIES LLLP | $11.7M | 71,458 | Added |
| 18 | GOLDMAN SACHS GROUP INC | $11.5M | 68,758 | Added |
| 19 | Sanctuary Advisors, LLC | $11.2M | 67,201 | Added |
| 20 | CITADEL ADVISORS LLC | $10.4M | 62,500 | Added |
| 21 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $10.3M | 61,910 | Trimmed |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.5M | 56,932 | Added |
| 23 | Janney Montgomery Scott LLC | $9.5M | 56,832 | Added |
| 24 | Cambridge Investment Research Advisors, Inc. | $9.1M | 54,454 | Trimmed |
| 25 | Well Done, LLC | $9.0M | 54,248 | Added |