| 1 | BANK OF AMERICA CORP /DE/ | $449.4M | 2.4M | Added |
| 2 | PGIM Custom Harvest LLC | $385.7M | 2.1M | Added |
| 3 | JPMORGAN CHASE & CO | $263.1M | 1.4M | Added |
| 4 | MORGAN STANLEY | $181.9M | 989,123 | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $143.0M | 777,340 | Trimmed |
| 6 | UBS Group AG | $136.5M | 742,288 | Added |
| 7 | AMERIPRISE FINANCIAL INC | $131.7M | 716,133 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $86.6M | 470,925 | Added |
| 9 | Beacon Capital Management, Inc. | $85.4M | 464,202 | Added |
| 10 | LPL Financial LLC | $75.6M | 410,936 | Added |
| 11 | ASSETMARK, INC | $67.2M | 365,421 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $63.7M | 346,099 | Added |
| 13 | Empower Advisory Group, LLC | $46.7M | 254,010 | Added |
| 14 | KCM INVESTMENT ADVISORS LLC | $46.4M | 252,428 | Added |
| 15 | ARMSTRONG ADVISORY GROUP, INC | $35.2M | 191,215 | Added |
| 16 | Lido Advisors, LLC | $34.7M | 188,381 | Added |
| 17 | STIFEL FINANCIAL CORP | $32.6M | 177,268 | Trimmed |
| 18 | Ameritas Advisory Services, LLC | $31.5M | 171,378 | Added |
| 19 | Janney Montgomery Scott LLC | $26.3M | 142,761 | Added |
| 20 | TRUIST FINANCIAL CORP | $24.1M | 131,149 | Trimmed |
| 21 | Cetera Investment Advisers | $22.6M | 122,772 | Added |
| 22 | GOLDMAN SACHS GROUP INC | $21.8M | 118,669 | Trimmed |
| 23 | LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $21.5M | 113,728 | Added |
| 24 | Royal Bank of Canada | $20.3M | 110,217 | Trimmed |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $20.0M | 108,607 | Added |