| 1 | BANK OF AMERICA CORP /DE/ | $1.46B | 4.1M | Added |
| 2 | PGIM Custom Harvest LLC | $377.2M | 1.0M | Added |
| 3 | MORGAN STANLEY | $323.1M | 896,593 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $221.6M | 614,868 | Trimmed |
| 5 | UBS Group AG | $133.4M | 370,300 | Trimmed |
| 6 | LPL Financial LLC | $109.5M | 303,789 | Added |
| 7 | Beacon Capital Management, Inc. | $101.2M | 280,807 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $98.2M | 272,584 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $94.1M | 261,124 | Added |
| 10 | Main Management LLC | $66.3M | 183,975 | Added |
| 11 | Royal Bank of Canada | $59.1M | 163,928 | Added |
| 12 | STIFEL FINANCIAL CORP | $58.6M | 162,687 | Added |
| 13 | AMERIPRISE FINANCIAL INC | $56.1M | 155,606 | Added |
| 14 | HighTower Advisors, LLC | $53.9M | 149,499 | Added |
| 15 | Compass Financial Group, INC/SD | $53.6M | 148,597 | Added |
| 16 | JPMORGAN CHASE & CO | $50.3M | 141,400 | Added |
| 17 | Lido Advisors, LLC | $40.6M | 112,796 | Added |
| 18 | Ameritas Advisory Services, LLC | $37.4M | 103,898 | Added |
| 19 | Cetera Investment Advisers | $35.6M | 98,849 | Trimmed |
| 20 | Rockefeller Capital Management L.P. | $32.8M | 90,947 | Trimmed |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $32.7M | 90,784 | Trimmed |
| 22 | KCM INVESTMENT ADVISORS LLC | $31.2M | 86,620 | Trimmed |
| 23 | Marks Wealth, LLC | $29.8M | 82,704 | New |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $28.5M | 78,957 | Added |
| 25 | Harfst & Associates, Inc. | $26.4M | 73,175 | Added |