| 1 | BANK OF AMERICA CORP /DE/ | $67.3M | 1.0M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $25.7M | 387,368 | Trimmed |
| 3 | Kingsview Wealth Management, LLC | $20.9M | 314,894 | Added |
| 4 | MORGAN STANLEY | $20.8M | 314,226 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $14.7M | 221,822 | Trimmed |
| 6 | FIRST CITIZENS BANK & TRUST CO | $13.0M | 195,701 | Added |
| 7 | Envestnet Portfolio Solutions, Inc. | $12.0M | 180,521 | Added |
| 8 | LPL Financial LLC | $11.2M | 168,419 | Added |
| 9 | Evelyn Partners Group Ltd | $10.5M | 71,806 | New |
| 10 | CITIGROUP INC | $6.9M | 104,114 | Added |
| 11 | TRUIST FINANCIAL CORP | $4.7M | 70,678 | Added |
| 12 | Measured Wealth Private Client Group, LLC | $4.5M | 68,306 | New |
| 13 | Private Advisor Group, LLC | $4.2M | 63,697 | Added |
| 14 | UBS Group AG | $3.7M | 55,346 | Added |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | 53,012 | Trimmed |
| 16 | Cetera Investment Advisers | $3.2M | 49,004 | Trimmed |
| 17 | Wharton Business Group, LLC | $3.1M | 46,395 | Hold |
| 18 | SVB WEALTH LLC | $2.8M | 42,797 | Trimmed |
| 19 | TWO SIGMA INVESTMENTS, LP | $2.4M | 35,751 | Trimmed |
| 20 | Clark Capital Management Group, Inc. | $2.2M | 32,929 | Trimmed |
| 21 | MAI Capital Management | $2.1M | 31,119 | Added |
| 22 | Baird Financial Group, Inc. | $1.9M | 28,468 | Trimmed |
| 23 | GTS SECURITIES LLC | $1.8M | 26,885 | Trimmed |
| 24 | Compass Wealth Management LLC | $1.8M | 26,652 | Added |
| 25 | GOLDMAN SACHS GROUP INC | $1.7M | 26,231 | Trimmed |