| 1 | UBS Group AG | $172.7M | 2.6M | Added |
| 2 | MORGAN STANLEY | $147.7M | 2.2M | Trimmed |
| 3 | BANK OF AMERICA CORP /DE/ | $102.3M | 1.5M | Trimmed |
| 4 | LPL Financial LLC | $99.3M | 1.5M | Added |
| 5 | PGIM Custom Harvest LLC | $70.7M | 1.1M | Trimmed |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $69.0M | 1.0M | Added |
| 7 | WELLS FARGO & COMPANY/MN | $61.3M | 915,094 | Trimmed |
| 8 | Royal Bank of Canada | $56.9M | 849,727 | Trimmed |
| 9 | RAYMOND JAMES FINANCIAL INC | $50.7M | 756,281 | Added |
| 10 | OAKWORTH CAPITAL, INC. | $41.0M | 609,679 | Added |
| 11 | GOLDMAN SACHS GROUP INC | $39.5M | 590,123 | Trimmed |
| 12 | Kestra Advisory Services, LLC | $28.2M | 420,482 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $25.1M | 373,872 | Trimmed |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $21.6M | 322,764 | Trimmed |
| 15 | AMERIPRISE FINANCIAL INC | $18.7M | 278,971 | Added |
| 16 | HighTower Advisors, LLC | $18.0M | 268,677 | Trimmed |
| 17 | JONES FINANCIAL COMPANIES LLLP | $13.0M | 192,084 | Added |
| 18 | Cetera Investment Advisers | $12.3M | 183,420 | Trimmed |
| 19 | PARK AVENUE SECURITIES LLC | $11.6M | 173,804 | Trimmed |
| 20 | JPMORGAN CHASE & CO | $11.2M | 165,234 | Added |
| 21 | Concurrent Investment Advisors, LLC | $11.0M | 163,818 | Added |
| 22 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | $10.5M | 157,311 | Added |
| 23 | ARKANSAS FINANCIAL GROUP, INC. | $10.5M | 156,064 | Added |
| 24 | Steward Partners Investment Advisory, LLC | $8.5M | 126,850 | Added |
| 25 | PEAPACK GLADSTONE FINANCIAL CORP | $8.0M | 119,875 | Added |