| 1 | BANK OF AMERICA CORP /DE/ | $381.3M | 9.4M | Added |
| 2 | PNC Financial Services Group, Inc. | $191.1M | 4.7M | Added |
| 3 | Merit Financial Group, LLC | $152.6M | 3.8M | Added |
| 4 | Mirae Asset Global Investments Co., Ltd. | $131.3M | 3.2M | Trimmed |
| 5 | Avantax Planning Partners, Inc. | $92.4M | 2.3M | Trimmed |
| 6 | HighTower Advisors, LLC | $75.4M | 1.9M | Added |
| 7 | LPL Financial LLC | $67.9M | 1.7M | Trimmed |
| 8 | GLOBALT Investments LLC / GA | $59.0M | 1.4M | Trimmed |
| 9 | HENGEHOLD CAPITAL MANAGEMENT LLC | $49.4M | 1.2M | Added |
| 10 | TRUIST FINANCIAL CORP | $41.8M | 1.0M | Added |
| 11 | Pitcairn Wealth Advisors LLC | $40.2M | 988,601 | Trimmed |
| 12 | MORGAN STANLEY | $38.5M | 945,625 | Added |
| 13 | LODESTAR PRIVATE ASSET MANAGEMENT LLC | $36.4M | 895,548 | Added |
| 14 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $35.0M | 861,432 | Trimmed |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $32.6M | 802,257 | Added |
| 16 | AMERIPRISE FINANCIAL INC | $28.2M | 694,399 | Added |
| 17 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $26.1M | 642,125 | Trimmed |
| 18 | Jacobi Capital Management LLC | $25.6M | 628,879 | Added |
| 19 | Forvis Mazars Wealth Advisors, LLC | $25.5M | 627,989 | Trimmed |
| 20 | Private Advisor Group, LLC | $25.1M | 616,487 | Added |
| 21 | CAPTRUST FINANCIAL ADVISORS | $24.5M | 601,607 | Added |
| 22 | Gerber Kawasaki Wealth & Investment Management | $18.1M | 445,173 | Trimmed |
| 23 | Focus Partners Advisor Solutions, LLC | $18.1M | 443,931 | Added |
| 24 | Stonebrook Private Inc. | $17.8M | 438,294 | Added |
| 25 | Clal Insurance Enterprises Holdings Ltd | $17.4M | 427,879 | Trimmed |