| 1 | ENVESTNET ASSET MANAGEMENT INC | $2.52B | 32.3M | Added |
| 2 | Truepoint, Inc. | $578.1M | 7.4M | Added |
| 3 | Sequoia Financial Advisors, LLC | $282.9M | 3.6M | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $227.5M | 2.9M | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $216.4M | 2.8M | Trimmed |
| 6 | True Link Financial Advisors, LLC | $203.2M | 2.6M | Added |
| 7 | TRUIST FINANCIAL CORP | $169.4M | 2.2M | Added |
| 8 | Apella Capital, LLC | $122.6M | 1.6M | Trimmed |
| 9 | Freestone Capital Holdings, LLC | $105.9M | 1.4M | Added |
| 10 | ASSETMARK, INC | $105.2M | 1.4M | Added |
| 11 | DAVENPORT & Co LLC | $97.0M | 1.2M | Trimmed |
| 12 | EXCHANGE TRADED CONCEPTS, LLC | $94.1M | 1.2M | Added |
| 13 | D.A. DAVIDSON & CO. | $84.3M | 1.1M | Added |
| 14 | Martel Wealth Advisors Inc | $77.6M | 996,458 | Added |
| 15 | Envestnet Portfolio Solutions, Inc. | $73.2M | 939,116 | Added |
| 16 | Integris Wealth Management, LLC | $70.0M | 898,698 | Added |
| 17 | FIRST MERCHANTS CORP | $67.9M | 871,815 | Trimmed |
| 18 | Windward Private Wealth Management Inc. | $67.1M | 861,105 | Added |
| 19 | Petersen Hastings Wealth Advisors Inc. | $66.0M | 847,131 | Added |
| 20 | Gemmer Asset Management LLC | $65.3M | 838,296 | Added |
| 21 | Miracle Mile Advisors, LLC | $57.6M | 739,365 | Added |
| 22 | Arbor Investment Advisors, LLC | $52.6M | 675,069 | Added |
| 23 | Farther Finance Advisors, LLC | $49.6M | 636,517 | Added |
| 24 | Symmetry Partners, LLC | $49.5M | 635,551 | Added |
| 25 | PRESILIUM PRIVATE WEALTH, LLC | $47.9M | 615,146 | Added |