| 1 | BANK OF AMERICA CORP /DE/ | $98.3M | 429,714 | Added |
| 2 | Beacon Capital Management, Inc. | $90.3M | 394,693 | Trimmed |
| 3 | Empower Advisory Group, LLC | $83.2M | 363,505 | Added |
| 4 | LPL Financial LLC | $75.8M | 331,445 | Added |
| 5 | MORGAN STANLEY | $59.7M | 260,782 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $56.1M | 245,095 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $51.7M | 226,853 | Trimmed |
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $48.0M | 209,609 | Trimmed |
| 9 | PGIM Custom Harvest LLC | $41.7M | 182,352 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $38.5M | 168,428 | Trimmed |
| 11 | Ameritas Advisory Services, LLC | $32.5M | 141,961 | Added |
| 12 | UBS Group AG | $29.8M | 130,268 | Added |
| 13 | AMERIPRISE FINANCIAL INC | $22.3M | 97,476 | Added |
| 14 | Cetera Investment Advisers | $19.1M | 83,508 | Trimmed |
| 15 | STIFEL FINANCIAL CORP | $17.4M | 76,064 | Added |
| 16 | Lido Advisors, LLC | $16.6M | 72,611 | Trimmed |
| 17 | Corient Private Wealth LLC | $15.0M | 65,652 | Trimmed |
| 18 | Clear Creek Financial Management, LLC | $14.6M | 63,992 | Added |
| 19 | GW HENSSLER & ASSOCIATES LTD | $14.4M | 62,784 | Trimmed |
| 20 | JPMORGAN CHASE & CO | $12.8M | 56,272 | Trimmed |
| 21 | Banco Santander, S.A. | $12.4M | 53,997 | Hold |
| 22 | PNC Financial Services Group, Inc. | $10.0M | 43,538 | Trimmed |
| 23 | Strengthening Families & Communities, LLC | $9.7M | 42,550 | Added |
| 24 | Berkeley Capital Partners, LLC | $9.3M | 40,463 | New |
| 25 | Rockefeller Capital Management L.P. | $9.2M | 40,259 | Trimmed |