| 1 | BANK OF AMERICA CORP /DE/ | $973.9M | 4.3M | Added |
| 2 | LPL Financial LLC | $201.9M | 898,835 | Added |
| 3 | MORGAN STANLEY | $134.0M | 596,531 | Trimmed |
| 4 | PGIM Custom Harvest LLC | $105.3M | 468,988 | Added |
| 5 | Compass Financial Group, INC/SD | $100.8M | 448,969 | Trimmed |
| 6 | Beacon Capital Management, Inc. | $94.5M | 420,746 | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $91.4M | 406,752 | Added |
| 8 | UBS Group AG | $70.9M | 315,733 | Added |
| 9 | Cetera Investment Advisers | $60.2M | 268,001 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $57.8M | 257,399 | Trimmed |
| 11 | Empower Advisory Group, LLC | $53.9M | 240,152 | Trimmed |
| 12 | AMERIPRISE FINANCIAL INC | $50.1M | 222,587 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $43.8M | 194,838 | Trimmed |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $42.7M | 189,941 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $36.2M | 161,186 | Added |
| 16 | STIFEL FINANCIAL CORP | $32.7M | 145,552 | Trimmed |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $28.1M | 125,136 | Added |
| 18 | Cerity Partners LLC | $28.1M | 124,963 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $27.1M | 120,522 | Added |
| 20 | Rockefeller Capital Management L.P. | $24.4M | 108,812 | Trimmed |
| 21 | Royal Bank of Canada | $23.5M | 104,743 | Added |
| 22 | Ameritas Advisory Services, LLC | $21.1M | 93,779 | Trimmed |
| 23 | Kestra Advisory Services, LLC | $19.2M | 85,563 | Trimmed |
| 24 | Blankinship & Foster, LLC | $18.4M | 82,020 | Added |
| 25 | Apollon Wealth Management, LLC | $18.0M | 80,250 | Added |