| 1 | Beacon Capital Management, Inc. | $102.3M | 454,180 | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $94.2M | 417,994 | Trimmed |
| 3 | Empower Advisory Group, LLC | $77.5M | 343,740 | Trimmed |
| 4 | LPL Financial LLC | $69.5M | 308,585 | Added |
| 5 | MORGAN STANLEY | $58.4M | 259,283 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $52.9M | 234,944 | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $51.1M | 226,706 | Trimmed |
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $50.7M | 225,065 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $38.8M | 172,265 | Added |
| 10 | PGIM Custom Harvest LLC | $38.4M | 170,321 | Added |
| 11 | UBS Group AG | $27.8M | 123,494 | Added |
| 12 | Ameritas Advisory Services, LLC | $22.5M | 100,000 | Trimmed |
| 13 | AMERIPRISE FINANCIAL INC | $20.4M | 90,452 | Trimmed |
| 14 | Cetera Investment Advisers | $20.1M | 89,211 | Trimmed |
| 15 | Lido Advisors, LLC | $16.4M | 72,773 | Added |
| 16 | STIFEL FINANCIAL CORP | $16.2M | 72,046 | Added |
| 17 | Corient Private Wealth LLC | $15.2M | 68,141 | Trimmed |
| 18 | GW HENSSLER & ASSOCIATES LTD | $14.2M | 62,938 | Trimmed |
| 19 | JPMORGAN CHASE & CO | $12.6M | 57,276 | Added |
| 20 | Banco Santander, S.A. | $12.2M | 53,997 | Added |
| 21 | PNC Financial Services Group, Inc. | $10.1M | 45,037 | Trimmed |
| 22 | KCM INVESTMENT ADVISORS LLC | $9.6M | 42,492 | Added |
| 23 | Strengthening Families & Communities, LLC | $9.4M | 41,618 | Trimmed |
| 24 | Rockefeller Capital Management L.P. | $9.2M | 40,621 | Added |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.1M | 40,162 | Added |