| 1 | PRUDENTIAL FINANCIAL INC | $2.27B | 44.3M | Trimmed |
| 2 | Allianz SE | $542.7M | 10.6M | New |
| 3 | BANK OF AMERICA CORP /DE/ | $422.2M | 8.2M | Added |
| 4 | SEI INVESTMENTS CO | $311.6M | 6.1M | New |
| 5 | MORGAN STANLEY | $257.8M | 5.0M | Added |
| 6 | LPL Financial LLC | $248.2M | 4.8M | Added |
| 7 | Corebridge Financial, Inc. | $206.0M | 4.0M | New |
| 8 | Royal Bank of Canada | $198.0M | 3.9M | Added |
| 9 | JONES FINANCIAL COMPANIES LLLP | $160.7M | 3.1M | Added |
| 10 | WELLS FARGO & COMPANY/MN | $134.1M | 2.6M | Added |
| 11 | AMERIPRISE FINANCIAL INC | $106.6M | 2.1M | Added |
| 12 | INDEPENDENT FINANCIAL GROUP, LLC | $76.4M | 1.5M | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $72.4M | 1.4M | Added |
| 14 | Rockefeller Capital Management L.P. | $62.6M | 1.2M | Added |
| 15 | NORDEN GROUP LLC | $62.0M | 1.2M | Trimmed |
| 16 | RAYMOND JAMES FINANCIAL INC | $61.9M | 1.2M | Added |
| 17 | PNC Financial Services Group, Inc. | $61.6M | 1.2M | Added |
| 18 | UBS Group AG | $61.5M | 1.2M | Trimmed |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $54.3M | 1.1M | Added |
| 20 | JPMORGAN CHASE & CO | $53.0M | 1.0M | Trimmed |
| 21 | Employees Retirement System of Texas | $51.2M | 1.0M | Added |
| 22 | Pine Harbor Wealth Management, LLC | $37.9M | 740,429 | Added |
| 23 | Cambridge Investment Research Advisors, Inc. | $27.6M | 538,311 | Added |
| 24 | Steward Partners Investment Advisory, LLC | $26.0M | 507,886 | Added |
| 25 | KESTRA PRIVATE WEALTH SERVICES, LLC | $25.7M | 501,811 | Added |