| 1 | WELLS FARGO & COMPANY/MN | $36.2M | 1.6M | Added |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $34.9M | 1.5M | Trimmed |
| 3 | MORGAN STANLEY | $21.7M | 959,327 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $17.5M | 773,525 | Trimmed |
| 5 | LPL Financial LLC | $13.6M | 599,969 | Added |
| 6 | FIRST FOUNDATION ADVISORS | $7.2M | 319,311 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 280,230 | Trimmed |
| 8 | AMERIPRISE FINANCIAL INC | $6.0M | 266,615 | Added |
| 9 | Fragasso Financial Advisors Inc | $6.0M | 266,268 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $4.7M | 205,989 | Added |
| 11 | GREAT VALLEY ADVISOR GROUP, INC. | $4.5M | 197,188 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $4.4M | 195,357 | Added |
| 13 | Cetera Investment Advisers | $4.2M | 184,118 | Added |
| 14 | UBS Group AG | $3.9M | 169,973 | Trimmed |
| 15 | Waverly Advisors, LLC | $3.2M | 141,801 | Added |
| 16 | TRUIST FINANCIAL CORP | $3.0M | 133,611 | Trimmed |
| 17 | Royal Bank of Canada | $2.9M | 127,986 | Added |
| 18 | Dynamic Advisor Solutions LLC | $2.7M | 117,652 | Added |
| 19 | High Net Worth Advisory Group LLC | $2.3M | 100,000 | Hold |
| 20 | OSAIC HOLDINGS, INC. | $2.2M | 95,605 | Added |
| 21 | Midwestern Financial, LLC /IA | $2.1M | 93,502 | Added |
| 22 | JONES FINANCIAL COMPANIES LLLP | $1.9M | 85,541 | Trimmed |
| 23 | Hamilton Wealth, LLC | $1.7M | 76,269 | Trimmed |
| 24 | Wealthspire Advisors, LLC | $1.6M | 72,602 | Added |
| 25 | Willis Johnson & Associates, Inc. | $1.6M | 70,880 | Trimmed |