| 1 | PRUDENTIAL FINANCIAL INC | $2.69B | 52.5M | Added |
| 2 | Allianz SE | $543.7M | 10.6M | Hold |
| 3 | BANK OF AMERICA CORP /DE/ | $490.7M | 9.6M | Added |
| 4 | LPL Financial LLC | $335.9M | 6.6M | Added |
| 5 | SEI INVESTMENTS CO | $325.3M | 6.3M | Added |
| 6 | MORGAN STANLEY | $270.6M | 5.3M | Added |
| 7 | Royal Bank of Canada | $228.9M | 4.5M | Added |
| 8 | AMERIPRISE FINANCIAL INC | $222.2M | 4.3M | Added |
| 9 | JONES FINANCIAL COMPANIES LLLP | $220.2M | 4.3M | Added |
| 10 | WELLS FARGO & COMPANY/MN | $159.6M | 3.1M | Added |
| 11 | 1900 WEALTH MANAGEMENT LLC | $149.8M | 2.9M | New |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $86.3M | 1.7M | Added |
| 13 | Bank of New York Mellon Corp | $79.9M | 1.6M | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $79.5M | 1.6M | Added |
| 15 | Rockefeller Capital Management L.P. | $73.4M | 1.4M | Added |
| 16 | UBS Group AG | $69.3M | 1.4M | Added |
| 17 | PNC Financial Services Group, Inc. | $62.9M | 1.2M | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $61.0M | 1.2M | Added |
| 19 | NORDEN GROUP LLC | $56.3M | 1.1M | Trimmed |
| 20 | INDEPENDENT FINANCIAL GROUP, LLC | $51.4M | 1.0M | Trimmed |
| 21 | Ameritas Advisory Services, LLC | $48.1M | 937,864 | Added |
| 22 | Pine Harbor Wealth Management, LLC | $39.3M | 766,829 | Added |
| 23 | Employees Retirement System of Texas | $38.5M | 0 | Trimmed |
| 24 | HIGHLINE WEALTH PARTNERS LLC | $37.0M | 721,948 | New |
| 25 | JPMORGAN CHASE & CO | $33.8M | 657,171 | Trimmed |