| 1 | MORGAN STANLEY | $49.0M | 1.2M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $22.0M | 535,008 | Trimmed |
| 3 | Royal Bank of Canada | $21.8M | 531,731 | Added |
| 4 | Bank of New York Mellon Corp | $20.0M | 486,403 | Added |
| 5 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $17.0M | 414,756 | New |
| 6 | BANK OF AMERICA CORP /DE/ | $12.3M | 299,949 | Added |
| 7 | LPL Financial LLC | $10.5M | 255,666 | Trimmed |
| 8 | AMERIPRISE FINANCIAL INC | $10.1M | 245,202 | Added |
| 9 | UBS Group AG | $8.3M | 202,171 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 155,469 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $4.3M | 104,169 | Trimmed |
| 12 | JONES FINANCIAL COMPANIES LLLP | $3.6M | 89,527 | Added |
| 13 | Cetera Investment Advisers | $3.3M | 79,864 | Trimmed |
| 14 | Creative Planning | $3.2M | 77,454 | Hold |
| 15 | Ameritas Advisory Services, LLC | $3.0M | 72,614 | Added |
| 16 | AlTi Global, Inc. | $2.6M | 64,044 | Trimmed |
| 17 | Fiduciary Trust Co | $2.6M | 63,261 | Hold |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 62,570 | Added |
| 19 | WHITTIER TRUST CO OF NEVADA INC | $2.3M | 55,162 | Trimmed |
| 20 | Beacon Pointe Advisors, LLC | $1.9M | 46,441 | Added |
| 21 | JPMORGAN CHASE & CO | $1.9M | 47,124 | Added |
| 22 | WCG Wealth Advisors LLC | $1.9M | 45,435 | Added |
| 23 | GOLDMAN SACHS GROUP INC | $1.9M | 45,291 | Added |
| 24 | PNC Financial Services Group, Inc. | $1.8M | 42,671 | Added |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 38,875 | Trimmed |