| 1 | BANK OF AMERICA CORP /DE/ | $234.7M | 9.7M | Added |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $134.8M | 5.6M | Added |
| 3 | MORGAN STANLEY | $110.7M | 4.6M | Added |
| 4 | Lido Advisors, LLC | $105.8M | 0 | Trimmed |
| 5 | UBS Group AG | $102.2M | 4.2M | Trimmed |
| 6 | HM PAYSON & CO | $100.6M | 4.2M | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $91.0M | 3.8M | Added |
| 8 | LPL Financial LLC | $88.5M | 3.7M | Added |
| 9 | Sound View Wealth Advisors Group, LLC | $52.1M | 2.2M | Added |
| 10 | Capital Investment Advisors, LLC | $46.5M | 1.9M | Added |
| 11 | AMERIPRISE FINANCIAL INC | $46.2M | 1.9M | Added |
| 12 | Royal Bank of Canada | $40.1M | 1.7M | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $36.8M | 1.5M | Added |
| 14 | CAPTRUST FINANCIAL ADVISORS | $36.6M | 1.5M | Added |
| 15 | Gratus Wealth Advisors, LLC | $36.4M | 1.5M | Added |
| 16 | Kathmere Capital Management, LLC | $35.5M | 1.5M | Added |
| 17 | WELLS FARGO & COMPANY/MN | $35.3M | 1.5M | Trimmed |
| 18 | HOWLAND CAPITAL MANAGEMENT LLC | $32.4M | 1.3M | Added |
| 19 | SIGMA INVESTMENT COUNSELORS INC | $32.2M | 1.3M | Added |
| 20 | RVW Wealth, LLC | $30.8M | 1.3M | Added |
| 21 | TRUIST FINANCIAL CORP | $28.6M | 1.2M | Added |
| 22 | Kestra Advisory Services, LLC | $28.2M | 1.2M | Added |
| 23 | WOODMONT INVESTMENT COUNSEL LLC | $25.7M | 1.1M | Trimmed |
| 24 | STIFEL FINANCIAL CORP | $25.5M | 1.1M | Added |
| 25 | Wick Capital Partners, LLC | $24.7M | 1.0M | Added |