| 1 | ENVESTNET ASSET MANAGEMENT INC | $248.0M | 1.7M | Trimmed |
| 2 | Envestnet Portfolio Solutions, Inc. | $45.4M | 318,940 | Trimmed |
| 3 | NORTHSTAR ASSET MANAGEMENT INC | $39.9M | 279,901 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $32.4M | 227,210 | Trimmed |
| 5 | PARK AVENUE SECURITIES LLC | $23.3M | 163,472 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $22.4M | 157,186 | Added |
| 7 | Gemmer Asset Management LLC | $19.9M | 139,453 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $18.9M | 133,074 | Added |
| 9 | PFG Investments, LLC | $13.9M | 97,760 | Added |
| 10 | NATURAL INVESTMENTS, LLC | $12.6M | 88,429 | Trimmed |
| 11 | Private Advisor Group, LLC | $12.2M | 85,793 | Trimmed |
| 12 | Mascoma Wealth Management LLC | $10.9M | 76,421 | Added |
| 13 | Miracle Mile Advisors, LLC | $9.0M | 63,094 | Trimmed |
| 14 | ST GERMAIN D J CO INC | $8.9M | 62,499 | Added |
| 15 | Strategic Point Investment Advisors, LLC | $8.1M | 57,179 | Added |
| 16 | ASPIRIANT, LLC | $7.8M | 54,986 | Added |
| 17 | CHOREO, LLC | $7.6M | 53,521 | Trimmed |
| 18 | Wealthcare Advisory Partners LLC | $7.1M | 49,560 | Added |
| 19 | Gradient Investments LLC | $6.4M | 44,958 | Added |
| 20 | ASSETMARK, INC | $6.3M | 43,915 | Trimmed |
| 21 | Gilbert Capital Group, Inc. | $5.9M | 41,527 | Trimmed |
| 22 | Columbia Bank | $5.7M | 39,864 | Added |
| 23 | Kestra Advisory Services, LLC | $5.3M | 37,363 | Trimmed |
| 24 | Moment Partners, LLC | $5.2M | 36,426 | Trimmed |
| 25 | Neumann Capital Management, LLC | $5.0M | 35,201 | Trimmed |