| 1 | BANK OF AMERICA CORP /DE/ | $1.37B | 7.8M | Added |
| 2 | MORGAN STANLEY | $394.9M | 2.2M | Added |
| 3 | LPL Financial LLC | $346.3M | 2.0M | Trimmed |
| 4 | UBS Group AG | $141.1M | 798,868 | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $132.5M | 749,896 | Added |
| 6 | AMERIPRISE FINANCIAL INC | $115.8M | 657,165 | Added |
| 7 | RAYMOND JAMES FINANCIAL INC | $105.0M | 594,361 | Added |
| 8 | HighTower Advisors, LLC | $84.8M | 480,274 | Trimmed |
| 9 | Cetera Investment Advisers | $65.1M | 368,675 | Added |
| 10 | Capital Asset Advisory Services LLC | $60.2M | 340,582 | Added |
| 11 | AXXCESS WEALTH MANAGEMENT, LLC | $59.5M | 336,790 | New |
| 12 | Summit Trail Advisors, LLC | $58.3M | 329,916 | Trimmed |
| 13 | OSAIC HOLDINGS, INC. | $50.3M | 284,558 | Added |
| 14 | JONES FINANCIAL COMPANIES LLLP | $45.5M | 265,171 | Added |
| 15 | MEITAV INVESTMENT HOUSE LTD | $45.4M | 256,977 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $42.6M | 241,110 | Added |
| 17 | MAI Capital Management | $37.7M | 213,597 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $37.2M | 210,373 | Added |
| 19 | Royal Bank of Canada | $36.2M | 205,124 | Added |
| 20 | Modern Wealth Management, LLC | $34.7M | 196,588 | Added |
| 21 | MML INVESTORS SERVICES, LLC | $34.1M | 193,028 | Added |
| 22 | TRUIST FINANCIAL CORP | $29.6M | 167,452 | Added |
| 23 | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $29.4M | 166,184 | Hold |
| 24 | Cambridge Investment Research Advisors, Inc. | $29.3M | 165,745 | Trimmed |
| 25 | Kestra Advisory Services, LLC | $29.0M | 164,204 | Added |