| 1 | BANK OF AMERICA CORP /DE/ | $236.7M | 5.2M | Added |
| 2 | MORGAN STANLEY | $116.4M | 2.6M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $109.4M | 2.4M | Trimmed |
| 4 | LPL Financial LLC | $90.2M | 2.0M | Added |
| 5 | RMG Wealth Management LLC | $86.5M | 1.5M | New |
| 6 | Baltimore-Washington Financial Advisors, Inc. | $76.8M | 1.7M | Added |
| 7 | UBS Group AG | $68.0M | 1.5M | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $57.7M | 1.3M | Trimmed |
| 9 | Royal Bank of Canada | $57.1M | 1.3M | Trimmed |
| 10 | Davis Investment Partners, LLC | $56.7M | 1.3M | Trimmed |
| 11 | JPMORGAN CHASE & CO | $50.2M | 1.2M | Trimmed |
| 12 | OSAIC HOLDINGS, INC. | $35.9M | 792,682 | Added |
| 13 | CAPTRUST FINANCIAL ADVISORS | $32.6M | 719,795 | Trimmed |
| 14 | GOLDMAN SACHS GROUP INC | $28.9M | 638,910 | Added |
| 15 | Baker Avenue Asset Management, LP | $27.4M | 605,362 | Added |
| 16 | Summit Trail Advisors, LLC | $25.7M | 568,887 | Added |
| 17 | Independent Advisor Alliance | $24.7M | 545,754 | Added |
| 18 | TWO SIGMA INVESTMENTS, LP | $23.6M | 520,400 | Trimmed |
| 19 | Bouchey Financial Group Ltd | $22.7M | 473,778 | Trimmed |
| 20 | StoneX Group Inc. | $20.3M | 449,252 | Trimmed |
| 21 | AMERIPRISE FINANCIAL INC | $18.9M | 417,361 | Trimmed |
| 22 | PGIM Custom Harvest LLC | $18.7M | 412,510 | Trimmed |
| 23 | HighTower Advisors, LLC | $17.5M | 386,191 | Trimmed |
| 24 | Cetera Investment Advisers | $15.5M | 341,701 | Added |
| 25 | Compass Wealth Management, LLC/GA | $15.3M | 338,008 | Added |