| 1 | WELLS FARGO & COMPANY/MN | $43.7M | 1.4M | Added |
| 2 | MORGAN STANLEY | $34.2M | 1.1M | Added |
| 3 | Royal Bank of Canada | $30.4M | 997,077 | Added |
| 4 | Bank of New York Mellon Corp | $24.5M | 803,593 | Trimmed |
| 5 | State of Wisconsin - Board of Commissioners of Public Lands | $23.8M | 780,643 | Hold |
| 6 | CNO Financial Group, Inc. | $21.4M | 700,000 | Hold |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $19.1M | 624,490 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $13.2M | 433,914 | Added |
| 9 | LPL Financial LLC | $12.7M | 416,658 | Trimmed |
| 10 | Sage Advisory Services, Ltd.Co. | $11.4M | 372,859 | Added |
| 11 | Lido Advisors, LLC | $8.1M | 266,836 | Trimmed |
| 12 | UBS Group AG | $8.1M | 265,320 | Added |
| 13 | BANK OF AMERICA CORP /DE/ | $7.8M | 257,022 | Trimmed |
| 14 | United Asset Strategies, Inc. | $7.7M | 250,574 | New |
| 15 | PARK AVENUE SECURITIES LLC | $5.5M | 181,522 | Trimmed |
| 16 | TRUIST FINANCIAL CORP | $5.4M | 176,067 | Added |
| 17 | Checchi Capital Advisers, LLC | $5.3M | 174,253 | Trimmed |
| 18 | Twelve Points Wealth Management LLC | $5.0M | 164,235 | Added |
| 19 | Cetera Investment Advisers | $4.3M | 141,343 | Trimmed |
| 20 | Crews Bank & Trust | $4.2M | 138,140 | Added |
| 21 | Sound Income Strategies, LLC | $4.1M | 134,336 | Trimmed |
| 22 | &PARTNERS | $4.0M | 131,391 | Added |
| 23 | Ameritas Advisory Services, LLC | $3.7M | 122,711 | Added |
| 24 | PNC Financial Services Group, Inc. | $3.6M | 116,605 | Added |
| 25 | Rosenberg Matthew Hamilton | $3.5M | 114,610 | Added |