| 1 | BANK OF AMERICA CORP /DE/ | $447.6M | 12.5M | Added |
| 2 | MORGAN STANLEY | $280.9M | 7.8M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $45.9M | 1.3M | Added |
| 4 | UBS Group AG | $40.1M | 1.1M | New |
| 5 | Rockefeller Capital Management L.P. | $33.1M | 922,930 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $26.6M | 741,400 | Added |
| 7 | WELLS FARGO & COMPANY/MN | $21.9M | 610,386 | Added |
| 8 | LPL Financial LLC | $20.5M | 570,340 | Trimmed |
| 9 | Prime Capital Investment Advisors, LLC | $18.7M | 522,151 | Trimmed |
| 10 | Royal Bank of Canada | $15.6M | 434,685 | Added |
| 11 | TRUIST FINANCIAL CORP | $15.1M | 421,298 | Trimmed |
| 12 | Quantinno Capital Management LP | $13.7M | 381,239 | New |
| 13 | Sanctuary Advisors, LLC | $6.9M | 191,680 | Trimmed |
| 14 | Corient Private Wealth LLC | $5.8M | 161,611 | Trimmed |
| 15 | HighTower Advisors, LLC | $4.9M | 137,368 | Added |
| 16 | Avidian Wealth Enterprises, LLC | $4.8M | 132,372 | Trimmed |
| 17 | US BANCORP \DE\ | $4.3M | 119,446 | Trimmed |
| 18 | Arax Advisory Partners | $3.9M | 107,486 | Added |
| 19 | MML INVESTORS SERVICES, LLC | $3.8M | 106,299 | Added |
| 20 | STIFEL FINANCIAL CORP | $3.2M | 88,582 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $2.9M | 81,697 | Trimmed |
| 22 | GOLDMAN SACHS GROUP INC | $2.8M | 77,498 | Added |
| 23 | TCFG Investment Advisors, LLC | $2.7M | 75,567 | New |
| 24 | Cetera Investment Advisers | $2.7M | 75,331 | New |
| 25 | MGO ONE SEVEN LLC | $2.4M | 65,525 | New |