| 1 | ENVESTNET ASSET MANAGEMENT INC | $246.3M | 1.6M | Added |
| 2 | TRUIST FINANCIAL CORP | $169.7M | 1.1M | Trimmed |
| 3 | Howard Capital Management Inc. | $158.1M | 1.0M | Hold |
| 4 | Northside Capital Management, LLC | $101.8M | 651,372 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $89.6M | 573,403 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $58.6M | 375,086 | Added |
| 7 | Moment Partners, LLC | $42.2M | 270,057 | Added |
| 8 | M&T Bank Corp | $39.3M | 251,468 | Trimmed |
| 9 | Private Advisor Group, LLC | $38.9M | 249,102 | Added |
| 10 | ASSETMARK, INC | $34.3M | 219,483 | Trimmed |
| 11 | HB Wealth Management, LLC | $31.2M | 199,537 | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $24.3M | 160,088 | Trimmed |
| 13 | Sterling Investment Advisors, Ltd. | $23.5M | 305,312 | Added |
| 14 | MILLER HOWARD INVESTMENTS INC /NY | $23.5M | 150,229 | Trimmed |
| 15 | GW HENSSLER & ASSOCIATES LTD | $23.1M | 147,515 | Added |
| 16 | Kestra Advisory Services, LLC | $22.8M | 145,607 | Trimmed |
| 17 | Fifth Third Wealth Advisors LLC | $21.8M | 139,358 | Added |
| 18 | DAVENPORT & Co LLC | $19.2M | 122,671 | Added |
| 19 | KWMG, LLC | $18.0M | 114,949 | Added |
| 20 | Cullen/Frost Bankers, Inc. | $17.5M | 111,795 | Added |
| 21 | Powell Investment Advisors, LLC | $15.5M | 99,237 | Added |
| 22 | JGP Wealth Management, LLC | $14.2M | 90,968 | Trimmed |
| 23 | Raab & Moskowitz Asset Management LLC | $13.1M | 83,948 | Added |
| 24 | North Star Investment Management Corp. | $12.9M | 82,829 | Added |
| 25 | TD PRIVATE CLIENT WEALTH LLC | $12.6M | 80,521 | Added |