| 1 | BANK OF AMERICA CORP /DE/ | $1.67B | 35.9M | Added |
| 2 | MORGAN STANLEY | $655.1M | 14.1M | Added |
| 3 | Cetera Investment Advisers | $386.8M | 8.3M | Added |
| 4 | Cullen/Frost Bankers, Inc. | $358.4M | 7.7M | Added |
| 5 | GLENMEDE TRUST CO NA | $332.0M | 7.2M | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $309.1M | 6.7M | Added |
| 7 | UBS Group AG | $259.4M | 5.6M | Added |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $254.8M | 5.5M | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $215.2M | 4.6M | Added |
| 10 | CWM, LLC | $155.1M | 3.3M | Added |
| 11 | WELLS FARGO & COMPANY/MN | $124.7M | 2.7M | Added |
| 12 | Modern Wealth Management, LLC | $107.3M | 2.3M | Added |
| 13 | STIFEL FINANCIAL CORP | $106.6M | 2.3M | Added |
| 14 | Allegheny Financial Group | $105.9M | 2.3M | Added |
| 15 | Amplius Wealth Advisors, LLC | $91.8M | 2.0M | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $86.3M | 1.9M | Added |
| 17 | Opal Wealth Advisors, LLC | $72.8M | 1.6M | Added |
| 18 | HighTower Advisors, LLC | $60.9M | 1.3M | Added |
| 19 | Kestra Advisory Services, LLC | $60.7M | 1.3M | Added |
| 20 | Corient Private Wealth LLC | $58.1M | 1.3M | Trimmed |
| 21 | LPL Financial LLC | $57.9M | 1.2M | Added |
| 22 | Sanctuary Advisors, LLC | $54.9M | 1.2M | Added |
| 23 | Capital Analysts, LLC | $50.6M | 1.1M | Added |
| 24 | Bleakley Financial Group, LLC | $47.8M | 1.0M | Added |
| 25 | JONES FINANCIAL COMPANIES LLLP | $47.3M | 1.0M | Added |