| 1 | WELLS FARGO & COMPANY/MN | $38.7M | 486,764 | Added |
| 2 | MORGAN STANLEY | $32.2M | 405,596 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $30.4M | 382,234 | Trimmed |
| 4 | LPL Financial LLC | $25.6M | 322,406 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $14.2M | 179,204 | Added |
| 6 | UBS Group AG | $11.7M | 147,487 | Added |
| 7 | Cetera Investment Advisers | $8.1M | 101,653 | Trimmed |
| 8 | AMERIPRISE FINANCIAL INC | $7.3M | 92,456 | Trimmed |
| 9 | Virtue Capital Management, LLC | $6.4M | 80,860 | Trimmed |
| 10 | TWO SIGMA INVESTMENTS, LP | $6.4M | 80,167 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $6.0M | 75,347 | Trimmed |
| 12 | HARBOUR INVESTMENTS, INC. | $5.9M | 73,781 | Added |
| 13 | TRUIST FINANCIAL CORP | $5.3M | 66,098 | Trimmed |
| 14 | Royal Bank of Canada | $4.7M | 59,115 | Added |
| 15 | WCG Wealth Advisors LLC | $4.6M | 58,320 | Trimmed |
| 16 | OPPENHEIMER & CO INC | $4.6M | 57,598 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $4.6M | 57,559 | Added |
| 18 | D.A. DAVIDSON & CO. | $4.2M | 53,341 | Trimmed |
| 19 | STIFEL FINANCIAL CORP | $4.0M | 50,766 | Added |
| 20 | GOLDMAN SACHS GROUP INC | $4.0M | 50,000 | Hold |
| 21 | Cambridge Investment Research Advisors, Inc. | $3.8M | 47,367 | Trimmed |
| 22 | OSAIC HOLDINGS, INC. | $3.1M | 39,101 | Trimmed |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.0M | 38,875 | Trimmed |
| 24 | INDEPENDENT FINANCIAL GROUP, LLC | $2.4M | 30,461 | Added |
| 25 | PGIM Custom Harvest LLC | $2.1M | 26,833 | Trimmed |