| 1 | Harel Insurance Investments & Financial Services Ltd. | $102.6M | 1.1M | Added |
| 2 | PGIM Custom Harvest LLC | $92.8M | 957,813 | Trimmed |
| 3 | MORGAN STANLEY | $91.5M | 944,444 | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $75.3M | 776,626 | Trimmed |
| 5 | UBS Group AG | $49.2M | 507,637 | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $28.5M | 293,605 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $20.6M | 212,084 | Trimmed |
| 8 | LPL Financial LLC | $18.8M | 194,397 | Added |
| 9 | Royal Bank of Canada | $18.8M | 193,841 | Trimmed |
| 10 | GOLDMAN SACHS GROUP INC | $11.5M | 118,380 | Added |
| 11 | BNP PARIBAS FINANCIAL MARKETS | $9.7M | 100,000 | New |
| 12 | Gallagher Capital Advisors, LLC | $7.0M | 10,702 | New |
| 13 | Cambridge Investment Research Advisors, Inc. | $6.4M | 66,345 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $5.8M | 60,048 | Added |
| 15 | Zurich Insurance Group Ltd/FI | $5.7M | 58,900 | Hold |
| 16 | Steward Partners Investment Advisory, LLC | $5.5M | 56,270 | Added |
| 17 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $5.4M | 55,818 | Trimmed |
| 18 | MML INVESTORS SERVICES, LLC | $5.2M | 53,606 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $5.2M | 53,486 | Trimmed |
| 20 | First Citizens Financial Corp | $4.8M | 49,747 | Trimmed |
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.6M | 47,516 | Trimmed |
| 22 | Strategic Blueprint, LLC | $4.4M | 45,907 | Added |
| 23 | PRINCIPAL SECURITIES, INC. | $4.2M | 43,334 | Added |
| 24 | AMERIPRISE FINANCIAL INC | $4.1M | 42,803 | Trimmed |
| 25 | CITADEL ADVISORS LLC | $4.0M | 41,243 | Added |