| 1 | BANK OF AMERICA CORP /DE/ | $9.65B | 75.5M | Trimmed |
| 2 | UBS Group AG | $3.81B | 29.8M | Added |
| 3 | LPL Financial LLC | $2.18B | 17.0M | Added |
| 4 | MORGAN STANLEY | $1.29B | 10.1M | Added |
| 5 | Cetera Investment Advisers | $1.22B | 9.5M | Added |
| 6 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $724.2M | 5.7M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $691.5M | 5.4M | Added |
| 8 | WELLS FARGO & COMPANY/MN | $574.2M | 4.5M | Added |
| 9 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $543.7M | 4.3M | Trimmed |
| 10 | CITIGROUP INC | $457.2M | 3.6M | Trimmed |
| 11 | AMERIPRISE FINANCIAL INC | $449.0M | 3.5M | Trimmed |
| 12 | Sequoia Financial Advisors, LLC | $438.0M | 3.4M | Trimmed |
| 13 | RAYMOND JAMES FINANCIAL INC | $406.4M | 3.2M | Added |
| 14 | Janney Montgomery Scott LLC | $263.4M | 2.1M | Added |
| 15 | TRUIST FINANCIAL CORP | $262.4M | 2.1M | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $261.6M | 2.0M | Added |
| 17 | Creative Planning | $257.0M | 2.0M | Trimmed |
| 18 | SageView Advisory Group, LLC | $246.9M | 1.9M | Trimmed |
| 19 | HighTower Advisors, LLC | $238.5M | 1.9M | Trimmed |
| 20 | JONES FINANCIAL COMPANIES LLLP | $235.3M | 1.9M | Trimmed |
| 21 | JABODON PT CO | $218.4M | 1.7M | Added |
| 22 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $214.0M | 1.7M | New |
| 23 | Equitable Holdings, Inc. | $193.6M | 1.6M | Added |
| 24 | OSAIC HOLDINGS, INC. | $186.0M | 1.5M | Added |
| 25 | Pathstone Holdings, LLC | $177.2M | 1.4M | Added |