| 1 | MORGAN STANLEY | $74.2M | 908,603 | Trimmed |
| 2 | WELLS FARGO & COMPANY/MN | $69.1M | 846,763 | Trimmed |
| 3 | RAYMOND JAMES FINANCIAL INC | $42.6M | 521,961 | Trimmed |
| 4 | LPL Financial LLC | $33.3M | 408,052 | Trimmed |
| 5 | BANK OF AMERICA CORP /DE/ | $32.3M | 395,475 | Added |
| 6 | EARNED WEALTH ADVISORS, LLC | $22.3M | 272,783 | Trimmed |
| 7 | UBS Group AG | $17.2M | 210,863 | Trimmed |
| 8 | TRUIST FINANCIAL CORP | $12.9M | 158,515 | Trimmed |
| 9 | D.A. DAVIDSON & CO. | $10.0M | 122,713 | Trimmed |
| 10 | Janney Montgomery Scott LLC | $9.1M | 111,076 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $8.5M | 103,682 | Added |
| 12 | Baird Financial Group, Inc. | $8.3M | 101,291 | Trimmed |
| 13 | Modern Wealth Management, LLC | $8.0M | 96,688 | Trimmed |
| 14 | STIFEL FINANCIAL CORP | $7.4M | 90,180 | Trimmed |
| 15 | Virtue Capital Management, LLC | $6.5M | 82,264 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $6.4M | 78,332 | Added |
| 17 | Monument Capital Management | $5.2M | 63,885 | Trimmed |
| 18 | Royal Bank of Canada | $4.9M | 59,829 | Trimmed |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 56,957 | Trimmed |
| 20 | BNP PARIBAS FINANCIAL MARKETS | $4.1M | 50,000 | New |
| 21 | BENJAMIN EDWARDS INC | $3.3M | 40,784 | Trimmed |
| 22 | PGIM Custom Harvest LLC | $3.2M | 38,900 | Trimmed |
| 23 | OSAIC HOLDINGS, INC. | $3.1M | 38,358 | Added |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 34,210 | Trimmed |
| 25 | Crumly & Associates Inc. | $2.8M | 33,874 | Hold |