| 1 | WELLS FARGO & COMPANY/MN | $103.0M | 1.8M | Trimmed |
| 2 | MORGAN STANLEY | $87.8M | 1.6M | Trimmed |
| 3 | LPL Financial LLC | $57.1M | 1.0M | Trimmed |
| 4 | RAYMOND JAMES FINANCIAL INC | $50.4M | 897,360 | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $26.3M | 467,381 | Trimmed |
| 6 | UBS Group AG | $22.8M | 405,597 | Trimmed |
| 7 | WCG Wealth Advisors LLC | $17.1M | 303,823 | Added |
| 8 | AMERIPRISE FINANCIAL INC | $16.0M | 285,053 | Trimmed |
| 9 | EARNED WEALTH ADVISORS, LLC | $14.2M | 252,883 | Trimmed |
| 10 | STIFEL FINANCIAL CORP | $14.2M | 252,098 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $12.1M | 214,699 | Trimmed |
| 12 | Royal Bank of Canada | $11.9M | 212,085 | Trimmed |
| 13 | TWO SIGMA INVESTMENTS, LP | $11.5M | 204,100 | Added |
| 14 | Janney Montgomery Scott LLC | $9.0M | 160,915 | Trimmed |
| 15 | PERRYMAN FINANCIAL ADVISORY INC /AD | $8.6M | 153,581 | Trimmed |
| 16 | D.A. DAVIDSON & CO. | $8.6M | 153,463 | Trimmed |
| 17 | TradeWell Securities, LLC. | $8.4M | 149,308 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $7.7M | 136,379 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $6.0M | 107,319 | Trimmed |
| 20 | Cetera Investment Advisers | $5.9M | 104,681 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $5.6M | 100,442 | Trimmed |
| 22 | Rockefeller Capital Management L.P. | $5.6M | 99,351 | Added |
| 23 | BENJAMIN EDWARDS INC | $5.5M | 98,349 | Trimmed |
| 24 | TRUIST FINANCIAL CORP | $4.7M | 83,616 | Trimmed |
| 25 | Proactive Wealth Strategies LLC | $4.4M | 77,429 | Added |