| 1 | MORGAN STANLEY | $878.0M | 17.4M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $802.1M | 15.9M | Added |
| 3 | LPL Financial LLC | $642.3M | 12.8M | Trimmed |
| 4 | Summit Trail Advisors, LLC | $499.8M | 9.9M | Added |
| 5 | NewEdge Wealth, LLC | $384.2M | 7.6M | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $354.4M | 7.0M | Trimmed |
| 7 | CAPTRUST FINANCIAL ADVISORS | $264.5M | 5.3M | Trimmed |
| 8 | BIP Wealth, LLC | $256.7M | 5.1M | Trimmed |
| 9 | UBS Group AG | $256.3M | 5.1M | Trimmed |
| 10 | WELLS FARGO & COMPANY/MN | $198.3M | 3.9M | Added |
| 11 | AMERIPRISE FINANCIAL INC | $193.1M | 3.8M | Added |
| 12 | Royal Bank of Canada | $141.7M | 2.8M | Trimmed |
| 13 | Serenus Wealth Advisors, LLC | $121.7M | 2.4M | Trimmed |
| 14 | HighTower Advisors, LLC | $117.8M | 2.3M | Trimmed |
| 15 | Private Advisor Group, LLC | $116.6M | 2.3M | Added |
| 16 | Kestra Advisory Services, LLC | $101.2M | 2.0M | Added |
| 17 | IHT Wealth Management, LLC | $89.7M | 1.8M | Trimmed |
| 18 | OSAIC HOLDINGS, INC. | $86.0M | 1.7M | Added |
| 19 | Cetera Investment Advisers | $86.0M | 1.7M | Trimmed |
| 20 | Morton Capital Management LLC/CA | $84.5M | 1.7M | Added |
| 21 | Rockefeller Capital Management L.P. | $76.9M | 1.5M | Added |
| 22 | Cardinal Point Capital Management ULC | $74.2M | 1.5M | Added |
| 23 | Global View Capital Management LLC | $69.3M | 1.4M | Added |
| 24 | SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | $64.1M | 1.3M | Added |
| 25 | DAVENPORT & Co LLC | $63.7M | 1.3M | Added |