| 1 | BANK OF AMERICA CORP /DE/ | $130.0M | 1.5M | Trimmed |
| 2 | MORGAN STANLEY | $105.0M | 1.2M | Added |
| 3 | LPL Financial LLC | $77.8M | 901,077 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $32.2M | 372,562 | Trimmed |
| 5 | 626 Financial, LLC | $25.5M | 294,902 | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $23.6M | 273,140 | Added |
| 7 | Connecticut Wealth Management, LLC | $23.2M | 268,910 | Hold |
| 8 | Pinnacle Financial Group, LLC / IL | $21.2M | 245,116 | Trimmed |
| 9 | Retirement Planning Group, LLC | $20.3M | 235,615 | Trimmed |
| 10 | Kestra Advisory Services, LLC | $19.4M | 224,181 | Added |
| 11 | HighTower Advisors, LLC | $15.6M | 180,709 | Trimmed |
| 12 | Sanctuary Advisors, LLC | $12.9M | 149,793 | Added |
| 13 | Atria Investments, Inc | $12.7M | 147,408 | Added |
| 14 | Cetera Investment Advisers | $12.4M | 143,467 | Added |
| 15 | AMERIPRISE FINANCIAL INC | $12.3M | 142,601 | Added |
| 16 | Foundations Investment Advisors, LLC | $10.3M | 119,070 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $8.9M | 102,636 | Added |
| 18 | Vertex Planning Partners, LLC | $8.6M | 100,002 | Added |
| 19 | UBS Group AG | $8.3M | 95,587 | Added |
| 20 | Melone Private Wealth, LLC | $7.2M | 83,860 | Added |
| 21 | OSAIC HOLDINGS, INC. | $6.6M | 76,813 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $6.2M | 71,964 | Added |
| 23 | Vestmark Advisory Solutions, Inc. | $6.2M | 71,954 | Added |
| 24 | JPMORGAN CHASE & CO | $6.1M | 72,320 | Added |
| 25 | Royal Bank of Canada | $6.0M | 69,610 | Trimmed |