| 1 | BANK OF AMERICA CORP /DE/ | $1.48B | 25.2M | Trimmed |
| 2 | BANK OF MONTREAL /CAN/ | $1.44B | 24.5M | Added |
| 3 | MORGAN STANLEY | $686.1M | 11.6M | Added |
| 4 | LPL Financial LLC | $566.6M | 9.6M | Added |
| 5 | Harel Insurance Investments & Financial Services Ltd. | $527.3M | 8.9M | Hold |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $299.9M | 5.1M | Added |
| 7 | JPMORGAN CHASE & CO | $263.4M | 4.5M | Trimmed |
| 8 | CIBC Bancorp USA Inc. | $248.1M | 4.2M | Added |
| 9 | WELLS FARGO & COMPANY/MN | $212.0M | 3.6M | Added |
| 10 | Focus Partners Wealth | $180.4M | 3.1M | Added |
| 11 | MEITAV INVESTMENT HOUSE LTD | $167.0M | 2.8M | Added |
| 12 | RiverFront Investment Group, LLC | $160.4M | 2.7M | Added |
| 13 | UBS Group AG | $139.4M | 2.4M | Trimmed |
| 14 | PRINCIPAL FINANCIAL GROUP INC | $137.1M | 2.3M | Added |
| 15 | OSAIC HOLDINGS, INC. | $131.3M | 2.2M | Added |
| 16 | Royal Bank of Canada | $116.0M | 2.0M | Added |
| 17 | WADDELL & ASSOCIATES, LLC | $115.7M | 2.0M | Trimmed |
| 18 | Clal Insurance Enterprises Holdings Ltd | $110.3M | 1.9M | Hold |
| 19 | RAYMOND JAMES FINANCIAL INC | $109.7M | 1.9M | Added |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $109.4M | 1.9M | Added |
| 21 | Moss Adams Wealth Advisors LLC | $109.0M | 1.8M | Added |
| 22 | Cetera Investment Advisers | $100.1M | 1.7M | Added |
| 23 | Kestra Investment Management, LLC | $97.0M | 1.6M | Trimmed |
| 24 | AMERIPRISE FINANCIAL INC | $82.9M | 1.4M | Added |
| 25 | AXXCESS WEALTH MANAGEMENT, LLC | $62.4M | 1.1M | Added |