| 1 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.26B | 5.1M | New |
| 2 | Envestnet Portfolio Solutions, Inc. | $1.18B | 4.7M | Trimmed |
| 3 | AMERIPRISE FINANCIAL INC | $881.2M | 3.5M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $835.4M | 3.4M | Added |
| 5 | LPL Financial LLC | $594.1M | 2.4M | Trimmed |
| 6 | Mariner, LLC | $346.9M | 1.4M | Trimmed |
| 7 | MORGAN STANLEY | $337.1M | 1.4M | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $228.1M | 916,739 | Added |
| 9 | WELLS FARGO & COMPANY/MN | $183.8M | 738,446 | Added |
| 10 | AE Wealth Management LLC | $164.0M | 658,865 | Added |
| 11 | Boulay Financial Advisors, LLC | $151.8M | 610,081 | Added |
| 12 | OSAIC HOLDINGS, INC. | $141.4M | 568,039 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $140.1M | 562,937 | Added |
| 14 | FIRST CITIZENS BANK & TRUST CO | $125.4M | 4.5M | Trimmed |
| 15 | Atlantic Union Bankshares Corp | $124.3M | 499,514 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $118.6M | 476,413 | Added |
| 17 | VICTORY FINANCIAL GROUP, LLC | $115.1M | 462,598 | Added |
| 18 | TRUIST FINANCIAL CORP | $114.4M | 459,861 | Trimmed |
| 19 | UBS Group AG | $106.2M | 426,828 | Added |
| 20 | Lido Advisors, LLC | $106.1M | 426,268 | Trimmed |
| 21 | MML INVESTORS SERVICES, LLC | $98.1M | 394,279 | Added |
| 22 | Cetera Investment Advisers | $93.0M | 373,839 | Added |
| 23 | BRYN MAWR TRUST Co | $92.7M | 372,712 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $89.5M | 359,804 | Added |
| 25 | First Citizens Asset Management, Inc. | $75.4M | 302,820 | Added |