| 1 | BANK OF AMERICA CORP /DE/ | $11.13B | 488.6M | Added |
| 2 | JPMORGAN CHASE & CO | $5.22B | 228.1M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $3.81B | 167.2M | Added |
| 4 | LPL Financial LLC | $3.70B | 162.6M | Added |
| 5 | TRUIST FINANCIAL CORP | $1.75B | 76.6M | Added |
| 6 | PNC Financial Services Group, Inc. | $1.35B | 59.4M | Added |
| 7 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.19B | 52.3M | Added |
| 8 | Sixth Street Partners Management Company, L.P. | $1.19B | 52.3M | New |
| 9 | MORGAN STANLEY | $1.00B | 44.0M | Added |
| 10 | ASSETMARK, INC | $624.7M | 27.4M | Added |
| 11 | TIAA Wealth Investment Management LLC | $609.4M | 26.6M | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $580.2M | 25.9M | Added |
| 13 | BlackRock, Inc. | $548.9M | 24.1M | Added |
| 14 | Allworth Financial LP | $476.6M | 20.9M | Trimmed |
| 15 | Fund Evaluation Group, LLC | $419.7M | 18.4M | Added |
| 16 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $360.4M | 15.8M | Added |
| 17 | UBS Group AG | $260.3M | 11.4M | Added |
| 18 | Cetera Investment Advisers | $248.1M | 10.9M | Added |
| 19 | AMERIPRISE FINANCIAL INC | $242.9M | 10.6M | Added |
| 20 | Morningstar Investment Management LLC | $240.2M | 10.5M | Hold |
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $230.6M | 10.1M | Added |
| 22 | Nationwide Fund Advisors | $204.8M | 2.1M | Added |
| 23 | TD PRIVATE CLIENT WEALTH LLC | $201.9M | 8.9M | Added |
| 24 | Envestnet Portfolio Solutions, Inc. | $195.5M | 8.6M | Added |
| 25 | Jordan Park Group LLC | $195.1M | 8.6M | Trimmed |