| 1 | PNC Financial Services Group, Inc. | $1.27B | 27.2M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $410.7M | 8.8M | Added |
| 3 | LPL Financial LLC | $231.8M | 5.0M | Added |
| 4 | MORGAN STANLEY | $229.9M | 4.9M | Added |
| 5 | UBS Group AG | $186.8M | 4.0M | Added |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $80.4M | 1.7M | Added |
| 7 | Cetera Investment Advisers | $73.0M | 1.6M | Added |
| 8 | WELLS FARGO & COMPANY/MN | $70.6M | 1.5M | Added |
| 9 | Hancock Prospecting Pty Ltd | $69.7M | 1.5M | Hold |
| 10 | JPMORGAN CHASE & CO | $67.5M | 1.5M | Trimmed |
| 11 | Royal Bank of Canada | $65.7M | 1.4M | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $56.0M | 1.2M | Added |
| 13 | FIL Ltd | $38.6M | 826,411 | New |
| 14 | VALLEY WEALTH MANAGERS, INC. | $35.0M | 748,911 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $33.6M | 720,569 | Added |
| 16 | Kestra Advisory Services, LLC | $27.4M | 587,768 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $25.7M | 550,730 | Added |
| 18 | ASSETMARK, INC | $24.7M | 528,890 | Added |
| 19 | OSAIC HOLDINGS, INC. | $24.1M | 516,250 | Trimmed |
| 20 | Summit Financial, LLC | $22.5M | 481,095 | Added |
| 21 | Rockefeller Capital Management L.P. | $20.6M | 441,235 | Trimmed |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.4M | 409,698 | Trimmed |
| 23 | Lido Advisors, LLC | $17.9M | 383,462 | Added |
| 24 | Daiwa Securities Group Inc. | $17.9M | 383,079 | Hold |
| 25 | BANQUE PICTET & CIE SA | $17.7M | 380,264 | Trimmed |