| 1 | BANK OF AMERICA CORP /DE/ | $1.30B | 25.5M | Added |
| 2 | BANK OF MONTREAL /CAN/ | $1.23B | 24.2M | Trimmed |
| 3 | MORGAN STANLEY | $541.7M | 10.7M | Added |
| 4 | Harel Insurance Investments & Financial Services Ltd. | $454.1M | 8.9M | Added |
| 5 | LPL Financial LLC | $440.8M | 8.7M | Added |
| 6 | JPMORGAN CHASE & CO | $315.3M | 6.4M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $207.7M | 4.1M | Added |
| 8 | CIBC Bancorp USA Inc. | $199.8M | 3.9M | New |
| 9 | WELLS FARGO & COMPANY/MN | $167.1M | 3.3M | Added |
| 10 | Kestra Investment Management, LLC | $136.9M | 2.7M | Added |
| 11 | UBS Group AG | $125.1M | 2.5M | Added |
| 12 | OSAIC HOLDINGS, INC. | $101.7M | 2.0M | Trimmed |
| 13 | WADDELL & ASSOCIATES, LLC | $100.0M | 2.0M | Added |
| 14 | Clal Insurance Enterprises Holdings Ltd | $95.1M | 1.9M | Hold |
| 15 | Moss Adams Wealth Advisors LLC | $92.3M | 1.8M | Added |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $88.3M | 1.7M | Trimmed |
| 17 | RiverFront Investment Group, LLC | $82.6M | 1.6M | Added |
| 18 | Royal Bank of Canada | $81.8M | 1.6M | Added |
| 19 | PRINCIPAL FINANCIAL GROUP INC | $79.6M | 1.6M | Added |
| 20 | RAYMOND JAMES FINANCIAL INC | $78.1M | 1.5M | Added |
| 21 | VAN ECK ASSOCIATES CORP | $75.9M | 1.5M | Added |
| 22 | Cetera Investment Advisers | $65.9M | 1.3M | Added |
| 23 | MEITAV INVESTMENT HOUSE LTD | $62.0M | 1.2M | Added |
| 24 | AMERIPRISE FINANCIAL INC | $61.1M | 1.2M | Added |
| 25 | Capital Asset Advisory Services LLC | $54.6M | 983,958 | Trimmed |