| 1 | WELLS FARGO & COMPANY/MN | $41.3M | 1.8M | Added |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $38.1M | 1.7M | Added |
| 3 | MORGAN STANLEY | $22.6M | 985,273 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $17.5M | 763,347 | Trimmed |
| 5 | LPL Financial LLC | $10.3M | 450,693 | Trimmed |
| 6 | SYKON CAPITAL LLC | $9.8M | 427,956 | Added |
| 7 | FIRST FOUNDATION ADVISORS | $7.2M | 316,390 | Trimmed |
| 8 | AMERIPRISE FINANCIAL INC | $6.6M | 289,216 | Added |
| 9 | Fragasso Financial Advisors Inc | $6.1M | 267,021 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $5.9M | 258,202 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $5.4M | 236,317 | Added |
| 12 | HighTower Advisors, LLC | $5.2M | 226,100 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 194,909 | Trimmed |
| 14 | VAQUERO PRIVATE WEALTH, LTD | $4.5M | 194,902 | New |
| 15 | GREAT VALLEY ADVISOR GROUP, INC. | $4.4M | 191,833 | Trimmed |
| 16 | Royal Bank of Canada | $3.7M | 162,009 | Added |
| 17 | OSAIC HOLDINGS, INC. | $3.1M | 136,132 | Added |
| 18 | Waverly Advisors, LLC | $3.0M | 130,349 | Trimmed |
| 19 | TRUIST FINANCIAL CORP | $2.9M | 127,132 | Trimmed |
| 20 | Midwestern Financial, LLC /IA | $2.8M | 124,317 | Added |
| 21 | Cetera Investment Advisers | $2.8M | 120,135 | Trimmed |
| 22 | Dynamic Advisor Solutions LLC | $2.7M | 116,190 | Trimmed |
| 23 | UBS Group AG | $2.5M | 110,316 | Trimmed |
| 24 | High Net Worth Advisory Group LLC | $2.3M | 100,000 | Hold |
| 25 | JONES FINANCIAL COMPANIES LLLP | $2.2M | 96,066 | Added |