| 1 | BANK OF AMERICA CORP /DE/ | $651.9M | 1.6M | Added |
| 2 | MORGAN STANLEY | $169.1M | 426,270 | Added |
| 3 | JPMORGAN CHASE & CO | $165.6M | 418,982 | Trimmed |
| 4 | PGIM Custom Harvest LLC | $161.5M | 407,202 | Added |
| 5 | UBS Group AG | $135.7M | 342,108 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $128.1M | 323,099 | Trimmed |
| 7 | LPL Financial LLC | $80.6M | 203,108 | Trimmed |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $73.2M | 184,624 | Added |
| 9 | Foundations Investment Advisors, LLC | $64.0M | 161,278 | Added |
| 10 | Beacon Capital Management, Inc. | $63.6M | 160,454 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $57.0M | 143,844 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $47.4M | 119,582 | Trimmed |
| 13 | STIFEL FINANCIAL CORP | $44.8M | 112,833 | Trimmed |
| 14 | KCM INVESTMENT ADVISORS LLC | $35.6M | 89,699 | Added |
| 15 | Lido Advisors, LLC | $35.5M | 89,614 | Added |
| 16 | Rockefeller Capital Management L.P. | $34.9M | 87,969 | Trimmed |
| 17 | Auto-Owners Insurance Co | $32.0M | 80,700 | Trimmed |
| 18 | Janney Montgomery Scott LLC | $31.6M | 79,616 | Added |
| 19 | Royal Bank of Canada | $30.7M | 77,411 | Added |
| 20 | AMERIPRISE FINANCIAL INC | $30.1M | 75,926 | Trimmed |
| 21 | Ameritas Advisory Services, LLC | $27.9M | 70,445 | Added |
| 22 | EXCHANGE TRADED CONCEPTS, LLC | $21.5M | 54,248 | Added |
| 23 | Empower Advisory Group, LLC | $21.4M | 53,858 | Added |
| 24 | Cetera Investment Advisers | $20.6M | 51,922 | Added |
| 25 | PNC Financial Services Group, Inc. | $19.9M | 50,104 | Trimmed |