| 1 | BANK OF AMERICA CORP /DE/ | $342.0M | 10.4M | Added |
| 2 | MORGAN STANLEY | $257.6M | 7.9M | Added |
| 3 | Royal Bank of Canada | $77.2M | 2.4M | Trimmed |
| 4 | UBS Group AG | $49.0M | 1.5M | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $24.5M | 747,940 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $21.5M | 654,984 | Trimmed |
| 7 | Sanctuary Advisors, LLC | $20.4M | 621,620 | Added |
| 8 | Prime Capital Investment Advisors, LLC | $14.7M | 446,824 | Added |
| 9 | LPL Financial LLC | $14.5M | 442,089 | Trimmed |
| 10 | STIFEL FINANCIAL CORP | $11.3M | 344,586 | Added |
| 11 | US BANCORP \DE\ | $11.1M | 338,697 | Added |
| 12 | TRUIST FINANCIAL CORP | $8.1M | 247,500 | Added |
| 13 | FIFTH THIRD BANCORP | $8.0M | 243,529 | Added |
| 14 | TWO SIGMA INVESTMENTS, LP | $7.5M | 228,500 | New |
| 15 | CASTLE WEALTH MANAGEMENT LLC | $7.0M | 214,231 | Trimmed |
| 16 | Joseph Group Capital Management | $6.7M | 203,388 | Trimmed |
| 17 | JPMORGAN CHASE & CO | $5.8M | 178,139 | Added |
| 18 | Cetera Investment Advisers | $5.4M | 165,983 | Trimmed |
| 19 | Gotham Asset Management, LLC | $4.8M | 145,154 | Hold |
| 20 | Bank of New York Mellon Corp | $4.4M | 132,749 | Trimmed |
| 21 | Rockefeller Capital Management L.P. | $4.2M | 127,513 | Added |
| 22 | Pine Valley Investments Ltd Liability Co | $4.0M | 120,600 | Trimmed |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $3.8M | 116,553 | Added |
| 24 | Cambridge Investment Research Advisors, Inc. | $3.7M | 113,974 | Trimmed |
| 25 | Equitable Holdings, Inc. | $3.5M | 106,795 | Trimmed |