| 1 | BANK OF AMERICA CORP /DE/ | $323.3M | 8.8M | Trimmed |
| 2 | PNC Financial Services Group, Inc. | $167.6M | 4.6M | Added |
| 3 | Merit Financial Group, LLC | $127.6M | 3.5M | Added |
| 4 | Mirae Asset Global Investments Co., Ltd. | $119.3M | 3.3M | Added |
| 5 | Avantax Planning Partners, Inc. | $84.2M | 2.3M | Added |
| 6 | HighTower Advisors, LLC | $65.7M | 1.8M | Added |
| 7 | LPL Financial LLC | $61.3M | 1.7M | Added |
| 8 | JANE STREET GROUP, LLC | $58.5M | 1.6M | New |
| 9 | GLOBALT Investments LLC / GA | $54.0M | 1.5M | Added |
| 10 | HENGEHOLD CAPITAL MANAGEMENT LLC | $43.5M | 1.2M | Added |
| 11 | TRUIST FINANCIAL CORP | $37.4M | 1.0M | Added |
| 12 | Pitcairn Wealth Advisors LLC | $36.2M | 1.0M | Added |
| 13 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $32.2M | 879,999 | Trimmed |
| 14 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $31.4M | 856,984 | Added |
| 15 | MORGAN STANLEY | $29.9M | 817,398 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $26.9M | 736,454 | Added |
| 17 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $23.6M | 644,082 | Added |
| 18 | Forvis Mazars Wealth Advisors, LLC | $23.3M | 636,965 | Trimmed |
| 19 | Jacobi Capital Management LLC | $22.6M | 617,366 | Added |
| 20 | Private Advisor Group, LLC | $21.8M | 596,375 | Added |
| 21 | CAPTRUST FINANCIAL ADVISORS | $20.9M | 570,639 | Trimmed |
| 22 | Gerber Kawasaki Wealth & Investment Management | $16.4M | 447,730 | Added |
| 23 | Focus Partners Advisor Solutions, LLC | $16.2M | 441,523 | Added |
| 24 | Clal Insurance Enterprises Holdings Ltd | $16.1M | 438,879 | Trimmed |
| 25 | BRYN MAWR TRUST Co | $15.6M | 426,005 | Trimmed |