| 1 | BANK OF AMERICA CORP /DE/ | $104.7M | 1.6M | Trimmed |
| 2 | MORGAN STANLEY | $88.4M | 1.3M | Added |
| 3 | LPL Financial LLC | $55.9M | 836,098 | Trimmed |
| 4 | UBS Group AG | $44.6M | 667,470 | Added |
| 5 | 1832 Asset Management L.P. | $37.6M | 562,918 | Added |
| 6 | Perigon Wealth Management, LLC | $28.6M | 427,217 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $28.1M | 419,926 | Trimmed |
| 8 | Atria Investments, Inc | $23.7M | 353,972 | Added |
| 9 | Royal Bank of Canada | $22.4M | 335,431 | Added |
| 10 | PNC Financial Services Group, Inc. | $19.7M | 295,258 | Added |
| 11 | Hamilton Wealth, LLC | $16.5M | 247,036 | Added |
| 12 | Cetera Investment Advisers | $14.8M | 221,756 | Trimmed |
| 13 | WELLS FARGO & COMPANY/MN | $13.7M | 205,355 | Added |
| 14 | Prism Advisors, Inc. | $12.5M | 186,428 | Added |
| 15 | CWM, LLC | $12.0M | 180,133 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $11.0M | 164,173 | Added |
| 17 | OSAIC HOLDINGS, INC. | $10.8M | 161,010 | Trimmed |
| 18 | Polianta Ltd | $10.3M | 153,700 | Hold |
| 19 | BLAIR WILLIAM & CO/IL | $9.5M | 142,050 | Added |
| 20 | THRYVE WEALTH MANAGEMENT LLC | $6.7M | 100,872 | Added |
| 21 | Sage Capital Management, LLC | $6.5M | 97,169 | Trimmed |
| 22 | WealthSpring Partners, LLC | $6.5M | 96,687 | Added |
| 23 | FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | $6.3M | 94,896 | Trimmed |
| 24 | Kestra Advisory Services, LLC | $5.7M | 84,836 | Added |
| 25 | STIFEL FINANCIAL CORP | $4.9M | 73,856 | Trimmed |