| 1 | MORGAN STANLEY | $912.4M | 5.0M | Trimmed |
| 2 | PGIM Custom Harvest LLC | $824.7M | 4.5M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $618.5M | 3.4M | Trimmed |
| 4 | LPL Financial LLC | $551.8M | 3.0M | Trimmed |
| 5 | UBS Group AG | $318.8M | 1.8M | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $273.2M | 1.5M | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $266.5M | 1.5M | Trimmed |
| 8 | JPMORGAN CHASE & CO | $253.4M | 1.5M | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $239.6M | 1.3M | Trimmed |
| 10 | RiverFront Investment Group, LLC | $182.3M | 1.0M | Added |
| 11 | HSBC HOLDINGS PLC | $177.4M | 977,825 | Trimmed |
| 12 | TWO SIGMA INVESTMENTS, LP | $166.9M | 920,124 | Trimmed |
| 13 | Royal Bank of Canada | $161.9M | 892,561 | Trimmed |
| 14 | CITADEL ADVISORS LLC | $121.5M | 669,858 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $121.5M | 669,765 | Trimmed |
| 16 | AMERIPRISE FINANCIAL INC | $111.2M | 611,190 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $108.7M | 598,842 | Trimmed |
| 18 | FIL Ltd | $107.8M | 594,181 | New |
| 19 | JANE STREET GROUP, LLC | $100.4M | 553,400 | Added |
| 20 | Cetera Investment Advisers | $92.4M | 509,382 | Trimmed |
| 21 | Kestra Advisory Services, LLC | $89.9M | 495,359 | Added |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $72.3M | 398,344 | Added |
| 23 | Portfolio Strategies, Inc. | $71.3M | 391,292 | Trimmed |
| 24 | PNC Financial Services Group, Inc. | $66.5M | 366,500 | Trimmed |
| 25 | Dynasty Wealth Management, LLC | $64.0M | 352,756 | Trimmed |