| 1 | BANK OF AMERICA CORP /DE/ | $224.6M | 9.3M | Added |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $126.1M | 5.2M | Added |
| 3 | Lido Advisors, LLC | $112.7M | 4.7M | Added |
| 4 | MORGAN STANLEY | $106.7M | 4.4M | Added |
| 5 | UBS Group AG | $103.3M | 4.3M | Added |
| 6 | HM PAYSON & CO | $100.2M | 4.1M | Trimmed |
| 7 | LPL Financial LLC | $83.3M | 3.4M | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $81.8M | 3.4M | Added |
| 9 | Sound View Wealth Advisors Group, LLC | $49.7M | 2.0M | Added |
| 10 | CAPITAL ADVISORS INC/OK | $46.9M | 1.9M | Added |
| 11 | AMERIPRISE FINANCIAL INC | $44.0M | 1.8M | Added |
| 12 | HighTower Advisors, LLC | $44.0M | 1.8M | Added |
| 13 | Capital Investment Advisors, LLC | $42.7M | 1.8M | Added |
| 14 | Royal Bank of Canada | $41.5M | 1.7M | Added |
| 15 | WELLS FARGO & COMPANY/MN | $39.5M | 1.6M | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $36.0M | 1.5M | Trimmed |
| 17 | Gratus Wealth Advisors, LLC | $35.5M | 1.5M | Added |
| 18 | CAPTRUST FINANCIAL ADVISORS | $35.3M | 1.5M | Added |
| 19 | THREADGILL FINANCIAL, LLC | $34.4M | 1.4M | Added |
| 20 | Kathmere Capital Management, LLC | $33.2M | 1.4M | Added |
| 21 | WOODMONT INVESTMENT COUNSEL LLC | $33.0M | 1.4M | Trimmed |
| 22 | SIGMA INVESTMENT COUNSELORS INC | $31.4M | 1.3M | Added |
| 23 | HOWLAND CAPITAL MANAGEMENT LLC | $30.8M | 1.3M | Added |
| 24 | RVW Wealth, LLC | $29.5M | 1.2M | Added |
| 25 | TRUIST FINANCIAL CORP | $27.9M | 1.2M | Added |