| 1 | EVERETT HARRIS & CO /CA/ | $219.4M | 733,600 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $127.5M | 426,345 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $82.9M | 277,216 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $57.6M | 192,656 | Trimmed |
| 5 | Allied Investment Advisors, LLC | $54.1M | 180,940 | Added |
| 6 | INVICTUS PRIVATE WEALTH, LLC | $53.0M | 177,385 | Added |
| 7 | ARMSTRONG ADVISORY GROUP, INC | $35.1M | 117,430 | Added |
| 8 | TRUIST FINANCIAL CORP | $31.6M | 105,841 | Trimmed |
| 9 | Wheelhouse Advisory Group LLC | $26.9M | 89,830 | Added |
| 10 | Capital Advantage, Inc. | $26.5M | 88,732 | Trimmed |
| 11 | M&T Bank Corp | $25.1M | 83,896 | Added |
| 12 | ALTFEST L J & CO INC | $24.4M | 81,445 | Added |
| 13 | PRINCIPAL SECURITIES, INC. | $18.9M | 63,260 | Added |
| 14 | Kestra Advisory Services, LLC | $18.0M | 60,071 | Added |
| 15 | EVERGREEN CAPITAL MANAGEMENT LLC | $17.4M | 58,281 | Added |
| 16 | Cedar Mountain Advisors, LLC | $15.6M | 52,193 | Added |
| 17 | Morningstar Investment Management LLC | $15.4M | 56,514 | Hold |
| 18 | Lakeshore Financial Planning, Inc. | $15.4M | 51,457 | Trimmed |
| 19 | Marotta Asset Management | $15.2M | 50,601 | Trimmed |
| 20 | JOHNSON INVESTMENT COUNSEL INC | $15.0M | 50,139 | Added |
| 21 | Private Advisor Group, LLC | $14.5M | 48,389 | Added |
| 22 | Ballast, Inc. | $13.8M | 46,127 | Added |
| 23 | TITLEIST ASSET MANAGEMENT, LLC | $13.3M | 44,319 | Added |
| 24 | SP Asset Management LLC | $12.6M | 42,255 | Added |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.6M | 48,420 | Trimmed |