| 1 | MORGAN STANLEY | $240.3M | 1.2M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $206.5M | 1.0M | Added |
| 3 | LPL Financial LLC | $177.2M | 894,086 | Added |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $141.3M | 713,108 | Added |
| 5 | Beacon Capital Management, Inc. | $103.6M | 522,967 | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $103.5M | 522,241 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $95.7M | 482,801 | Added |
| 8 | Empower Advisory Group, LLC | $75.8M | 382,530 | Trimmed |
| 9 | UBS Group AG | $71.6M | 361,457 | Added |
| 10 | OSAIC HOLDINGS, INC. | $62.8M | 316,698 | Added |
| 11 | AMERIPRISE FINANCIAL INC | $62.1M | 313,645 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $55.3M | 279,058 | Added |
| 13 | PGIM Custom Harvest LLC | $42.3M | 213,276 | Added |
| 14 | Rockefeller Capital Management L.P. | $40.9M | 206,532 | Added |
| 15 | Cetera Investment Advisers | $37.3M | 188,013 | Added |
| 16 | Royal Bank of Canada | $36.2M | 182,578 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $36.1M | 182,052 | Trimmed |
| 18 | CAPTRUST FINANCIAL ADVISORS | $31.8M | 160,640 | Trimmed |
| 19 | Ameritas Advisory Services, LLC | $22.7M | 114,715 | Trimmed |
| 20 | Cambridge Investment Research Advisors, Inc. | $22.1M | 111,621 | Trimmed |
| 21 | CREATIVE FINANCIAL DESIGNS INC /ADV | $21.2M | 106,745 | Added |
| 22 | Nan Shan Life Insurance Co., Ltd. | $21.0M | 105,964 | New |
| 23 | STIFEL FINANCIAL CORP | $20.2M | 102,050 | Trimmed |
| 24 | Corient Private Wealth LLC | $20.1M | 101,798 | Trimmed |
| 25 | MML INVESTORS SERVICES, LLC | $19.5M | 98,292 | Trimmed |