| 1 | WELLS FARGO & COMPANY/MN | $34.4M | 451,985 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $29.4M | 385,160 | Added |
| 3 | LPL Financial LLC | $23.4M | 306,935 | Added |
| 4 | MORGAN STANLEY | $20.0M | 261,884 | Added |
| 5 | UBS Group AG | $10.1M | 133,094 | Added |
| 6 | Cetera Investment Advisers | $7.9M | 104,066 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $7.6M | 100,311 | Added |
| 8 | AMERIPRISE FINANCIAL INC | $7.2M | 94,909 | Added |
| 9 | WCG Wealth Advisors LLC | $7.0M | 91,310 | New |
| 10 | Virtue Capital Management, LLC | $6.9M | 92,910 | New |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $6.0M | 78,814 | Added |
| 12 | IronBridge Private Wealth, LLC | $5.8M | 76,220 | New |
| 13 | TRUIST FINANCIAL CORP | $5.8M | 75,550 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $5.3M | 70,138 | Added |
| 15 | Royal Bank of Canada | $4.4M | 57,511 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $4.3M | 56,871 | Trimmed |
| 17 | D.A. DAVIDSON & CO. | $4.1M | 54,059 | New |
| 18 | GOLDMAN SACHS GROUP INC | $3.8M | 50,000 | Trimmed |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.2M | 42,515 | Added |
| 20 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.2M | 41,076 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $3.0M | 39,110 | Added |
| 22 | STIFEL FINANCIAL CORP | $2.8M | 36,287 | Trimmed |
| 23 | HARBOUR INVESTMENTS, INC. | $2.5M | 33,208 | Added |
| 24 | OPPENHEIMER & CO INC | $2.4M | 31,051 | Added |
| 25 | Independent Advisor Alliance | $2.2M | 28,899 | New |