| 1 | ENVESTNET ASSET MANAGEMENT INC | $90.9M | 1.0M | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $77.0M | 878,004 | Added |
| 3 | SECURIAN ASSET MANAGEMENT, INC | $64.0M | 702,769 | Hold |
| 4 | ASSETMARK, INC | $37.2M | 424,169 | Added |
| 5 | Facet Wealth, Inc. | $26.8M | 305,572 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $26.0M | 296,316 | Added |
| 7 | Armbruster Capital Management, Inc. | $20.1M | 228,932 | Added |
| 8 | Brookstone Capital Management | $18.0M | 204,864 | Trimmed |
| 9 | Kestra Advisory Services, LLC | $16.9M | 192,591 | Added |
| 10 | Lester Murray Antman dba SimplyRich | $16.3M | 186,185 | Trimmed |
| 11 | ProVise Management Group, LLC | $14.0M | 159,820 | Added |
| 12 | Symmetry Partners, LLC | $13.7M | 156,401 | Added |
| 13 | Ledyard National Bank | $13.4M | 153,015 | Added |
| 14 | Merit Financial Group, LLC | $13.1M | 148,952 | Added |
| 15 | ANDERSON HOAGLAND & CO | $13.0M | 147,790 | Trimmed |
| 16 | Ascent Group, LLC | $11.0M | 124,996 | Trimmed |
| 17 | PRINCIPAL SECURITIES, INC. | $10.0M | 114,028 | Trimmed |
| 18 | Magnus Financial Group LLC | $9.9M | 113,016 | Added |
| 19 | TRUIST FINANCIAL CORP | $8.9M | 101,884 | Trimmed |
| 20 | CHOREO, LLC | $8.1M | 91,946 | Trimmed |
| 21 | CUTLER INVESTMENT COUNSEL LLC | $7.0M | 80,264 | Trimmed |
| 22 | Well Done, LLC | $6.7M | 75,883 | Added |
| 23 | FOUNDERS FINANCIAL SECURITIES LLC | $5.8M | 66,332 | Trimmed |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $5.5M | 61,227 | Trimmed |
| 25 | ASPIRIANT, LLC | $4.9M | 55,558 | Trimmed |