| 1 | ENVESTNET ASSET MANAGEMENT INC | $2.94B | 23.6M | Added |
| 2 | PARK AVENUE SECURITIES LLC | $264.5M | 2.1M | Added |
| 3 | Envestnet Portfolio Solutions, Inc. | $235.4M | 1.9M | Added |
| 4 | TRUIST FINANCIAL CORP | $94.9M | 762,510 | Trimmed |
| 5 | JB Capital LLC | $92.7M | 744,687 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $75.6M | 607,914 | Added |
| 7 | AE Wealth Management LLC | $72.1M | 579,510 | Added |
| 8 | Merit Financial Group, LLC | $68.6M | 551,289 | Added |
| 9 | FAS Wealth Partners, Inc. | $66.0M | 530,741 | Added |
| 10 | Pacific Life Fund Advisors LLC | $65.9M | 529,971 | Added |
| 11 | M&T Bank Corp | $64.6M | 518,930 | Trimmed |
| 12 | CARY STREET PARTNERS FINANCIAL LLC | $64.3M | 516,696 | Trimmed |
| 13 | Savvy Advisors, Inc. | $63.1M | 507,288 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $61.5M | 494,601 | Added |
| 15 | Financial Synergies Wealth Advisors, Inc. | $59.7M | 479,599 | Trimmed |
| 16 | Baker Avenue Asset Management, LP | $57.4M | 461,078 | Added |
| 17 | Octavia Wealth Advisors, LLC | $42.6M | 342,462 | Added |
| 18 | Atria Investments, Inc | $39.5M | 317,327 | Added |
| 19 | Kestra Advisory Services, LLC | $39.0M | 313,846 | Added |
| 20 | Marks Group Wealth Management, Inc | $36.9M | 296,920 | Added |
| 21 | NBT BANK N A /NY | $36.3M | 291,924 | Added |
| 22 | CHOREO, LLC | $33.2M | 266,739 | Trimmed |
| 23 | INTEGRITY ALLIANCE, LLC. | $27.4M | 220,612 | Added |
| 24 | WALLER FINANCIAL PLANNING GROUP, INC | $27.4M | 219,957 | Added |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $24.1M | 196,815 | Added |