| 1 | ALLIANCEBERNSTEIN L.P. | $1.33B | 12.3M | Added |
| 2 | LPL Financial LLC | $224.0M | 1.5M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $88.4M | 597,024 | Trimmed |
| 4 | Betterment LLC | $85.9M | 580,084 | Added |
| 5 | Integrated Wealth Concepts LLC | $73.6M | 496,908 | Added |
| 6 | Bleakley Financial Group, LLC | $37.9M | 255,585 | Added |
| 7 | AMERIPRISE FINANCIAL INC | $34.7M | 233,743 | New |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $26.8M | 180,785 | Added |
| 9 | UBS Group AG | $24.2M | 163,561 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $23.3M | 157,322 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $23.2M | 156,601 | Added |
| 12 | GLENMEDE TRUST CO NA | $23.0M | 155,481 | Added |
| 13 | Tulsa Wealth Advisors, INC | $21.4M | 144,424 | New |
| 14 | Cambridge Investment Research Advisors, Inc. | $19.6M | 132,664 | Added |
| 15 | Embree Financial Group | $19.4M | 130,678 | Added |
| 16 | JANE STREET GROUP, LLC | $19.1M | 128,750 | Trimmed |
| 17 | Private Advisor Group, LLC | $18.3M | 123,354 | Added |
| 18 | Intrepid Financial Planning Group LLC | $16.3M | 109,732 | Added |
| 19 | KPP Advisory Services LLC | $12.2M | 82,091 | Added |
| 20 | OSAIC HOLDINGS, INC. | $12.1M | 82,014 | Added |
| 21 | Quantum Private Wealth, LLC | $10.9M | 73,382 | Trimmed |
| 22 | TRUIST FINANCIAL CORP | $10.8M | 73,185 | Added |
| 23 | PMG Wealth Management, Inc. | $9.5M | 64,371 | Added |
| 24 | Concurrent Investment Advisors, LLC | $9.5M | 64,294 | New |
| 25 | Eldridge Investment Advisors, Inc. | $9.4M | 63,621 | New |