| 1 | MORGAN STANLEY | $1.25B | 5.0M | Trimmed |
| 2 | PGIM Custom Harvest LLC | $1.15B | 4.5M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $866.2M | 3.4M | Added |
| 4 | LPL Financial LLC | $765.7M | 3.0M | Trimmed |
| 5 | UBS Group AG | $435.8M | 1.7M | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $374.0M | 1.5M | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $362.1M | 1.4M | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $341.2M | 1.4M | Added |
| 9 | JPMORGAN CHASE & CO | $329.4M | 1.3M | Trimmed |
| 10 | SCHRODER INVESTMENT MANAGEMENT GROUP | $310.6M | 1.3M | Added |
| 11 | RiverFront Investment Group, LLC | $263.1M | 1.0M | Added |
| 12 | Royal Bank of Canada | $232.7M | 922,417 | Added |
| 13 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $200.6M | 795,221 | New |
| 14 | HSBC HOLDINGS PLC | $200.3M | 794,128 | Trimmed |
| 15 | FIL Ltd | $198.6M | 787,551 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $168.9M | 669,449 | Trimmed |
| 17 | OSAIC HOLDINGS, INC. | $161.0M | 638,240 | Added |
| 18 | AMERIPRISE FINANCIAL INC | $149.6M | 593,207 | Trimmed |
| 19 | Kestra Advisory Services, LLC | $120.5M | 477,728 | Trimmed |
| 20 | Cetera Investment Advisers | $116.8M | 462,996 | Trimmed |
| 21 | CAPTRUST FINANCIAL ADVISORS | $99.6M | 394,966 | Added |
| 22 | Portfolio Strategies, Inc. | $98.9M | 392,227 | Added |
| 23 | GOLDMAN SACHS GROUP INC | $98.2M | 389,496 | Added |
| 24 | PNC Financial Services Group, Inc. | $93.9M | 372,361 | Added |
| 25 | HighTower Advisors, LLC | $84.3M | 334,262 | Trimmed |