| 1 | BANK OF AMERICA CORP /DE/ | $1.23B | 3.9M | Added |
| 2 | PGIM Custom Harvest LLC | $314.5M | 1.0M | Added |
| 3 | MORGAN STANLEY | $267.2M | 855,771 | Trimmed |
| 4 | WELLS FARGO & COMPANY/MN | $200.7M | 642,774 | Added |
| 5 | UBS Group AG | $117.1M | 374,919 | Added |
| 6 | Beacon Capital Management, Inc. | $101.5M | 325,178 | Trimmed |
| 7 | LPL Financial LLC | $91.5M | 292,995 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $84.7M | 271,238 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $78.9M | 252,861 | Added |
| 10 | Main Management LLC | $52.0M | 166,564 | New |
| 11 | STIFEL FINANCIAL CORP | $49.6M | 158,699 | Added |
| 12 | Royal Bank of Canada | $46.5M | 149,005 | Added |
| 13 | AMERIPRISE FINANCIAL INC | $46.2M | 147,830 | Trimmed |
| 14 | HighTower Advisors, LLC | $45.4M | 145,483 | Added |
| 15 | Compass Financial Group, INC/SD | $44.4M | 142,342 | Added |
| 16 | JPMORGAN CHASE & CO | $40.9M | 135,481 | Trimmed |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $36.9M | 118,045 | Added |
| 18 | Lido Advisors, LLC | $34.4M | 110,050 | Added |
| 19 | Cetera Investment Advisers | $31.2M | 99,976 | Trimmed |
| 20 | Rockefeller Capital Management L.P. | $29.1M | 93,357 | Trimmed |
| 21 | KCM INVESTMENT ADVISORS LLC | $27.1M | 86,833 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $24.3M | 77,875 | Added |
| 23 | Ameritas Advisory Services, LLC | $22.9M | 73,426 | Trimmed |
| 24 | Harfst & Associates, Inc. | $22.6M | 72,380 | Added |
| 25 | OSAIC HOLDINGS, INC. | $19.9M | 63,682 | Trimmed |