| 1 | MORGAN STANLEY | $103.9M | 1.0M | Trimmed |
| 2 | LPL Financial LLC | $97.9M | 948,895 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $52.8M | 512,084 | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $31.8M | 308,529 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $30.3M | 293,777 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $27.9M | 270,378 | Added |
| 7 | Polianta Ltd | $27.6M | 267,700 | Hold |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $23.3M | 226,125 | Added |
| 9 | UBS Group AG | $23.2M | 224,477 | Trimmed |
| 10 | STIFEL FINANCIAL CORP | $20.9M | 202,368 | Trimmed |
| 11 | AMERIPRISE FINANCIAL INC | $20.2M | 196,287 | Added |
| 12 | Cetera Investment Advisers | $20.0M | 194,132 | Trimmed |
| 13 | 1832 Asset Management L.P. | $18.3M | 177,700 | Added |
| 14 | Royal Bank of Canada | $17.8M | 172,338 | Trimmed |
| 15 | KESTRA PRIVATE WEALTH SERVICES, LLC | $14.6M | 141,242 | Added |
| 16 | Clearwater Capital Advisors, LLC | $11.6M | 112,957 | Added |
| 17 | OSAIC HOLDINGS, INC. | $11.6M | 112,785 | Trimmed |
| 18 | Ameritas Advisory Services, LLC | $11.4M | 110,833 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $10.2M | 98,857 | Added |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.1M | 97,694 | Added |
| 21 | TRUIST FINANCIAL CORP | $9.0M | 87,752 | Added |
| 22 | Kestra Advisory Services, LLC | $7.7M | 75,084 | Added |
| 23 | Arax Advisory Partners | $7.0M | 67,722 | Trimmed |
| 24 | US BANCORP \DE\ | $6.8M | 65,613 | Added |
| 25 | Private Advisor Group, LLC | $6.1M | 59,152 | Trimmed |