| 1 | DAVENPORT & Co LLC | $48.6M | 722,893 | Added |
| 2 | UBS Group AG | $39.0M | 580,020 | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $33.3M | 494,646 | Trimmed |
| 4 | MORGAN STANLEY | $30.9M | 459,906 | Added |
| 5 | TRUIST FINANCIAL CORP | $29.5M | 438,925 | Added |
| 6 | LPL Financial LLC | $28.8M | 429,148 | Added |
| 7 | Baird Financial Group, Inc. | $21.7M | 322,814 | Trimmed |
| 8 | Freedom Investment Management, Inc. | $19.8M | 294,048 | Trimmed |
| 9 | CPC Advisors, LLC | $17.6M | 262,309 | Added |
| 10 | IEQ CAPITAL, LLC | $13.7M | 203,578 | Hold |
| 11 | Clearwater Capital Advisors, LLC | $12.9M | 191,663 | Added |
| 12 | Private Advisor Group, LLC | $11.8M | 175,021 | Added |
| 13 | Royal Bank of Canada | $10.2M | 152,224 | Added |
| 14 | HighTower Advisors, LLC | $9.5M | 140,645 | Trimmed |
| 15 | JPMORGAN CHASE & CO | $7.9M | 119,997 | Trimmed |
| 16 | WELLS FARGO & COMPANY/MN | $7.7M | 115,106 | Added |
| 17 | RAYMOND JAMES FINANCIAL INC | $7.2M | 107,249 | Trimmed |
| 18 | Steward Partners Investment Advisory, LLC | $7.0M | 104,497 | Added |
| 19 | Provident Wealth Management, LLC | $6.7M | 99,591 | Added |
| 20 | THEORY FINANCIAL LLC | $6.0M | 89,563 | Added |
| 21 | Pinnacle Financial Partners, Inc. | $5.8M | 86,876 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $5.7M | 84,360 | Trimmed |
| 23 | Davidson Kahn Capital Management, LLC | $5.4M | 80,606 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $5.4M | 80,211 | Trimmed |
| 25 | Breakwater Capital Group | $5.4M | 79,810 | Trimmed |