| 1 | ENVESTNET ASSET MANAGEMENT INC | $2.47B | 32.3M | Trimmed |
| 2 | Auto-Owners Insurance Co | $303.4M | 4.0M | Trimmed |
| 3 | PARK AVENUE SECURITIES LLC | $265.1M | 3.5M | Trimmed |
| 4 | RiverFront Investment Group, LLC | $227.3M | 3.0M | Added |
| 5 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $167.1M | 2.2M | Added |
| 6 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $163.4M | 2.1M | Added |
| 7 | SAGESPRING WEALTH PARTNERS, LLC | $159.3M | 2.1M | Added |
| 8 | Envestnet Portfolio Solutions, Inc. | $136.6M | 1.8M | Trimmed |
| 9 | Miracle Mile Advisors, LLC | $131.6M | 1.7M | Trimmed |
| 10 | Merit Financial Group, LLC | $116.7M | 1.5M | Trimmed |
| 11 | TRUIST FINANCIAL CORP | $100.4M | 1.3M | Trimmed |
| 12 | Modera Wealth Management, LLC | $98.3M | 1.3M | Trimmed |
| 13 | M&T Bank Corp | $94.7M | 1.2M | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $84.5M | 1.1M | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $83.2M | 1.1M | Trimmed |
| 16 | ASPIRIANT, LLC | $81.2M | 1.1M | Trimmed |
| 17 | AE Wealth Management LLC | $69.4M | 906,149 | Trimmed |
| 18 | Financial Synergies Wealth Advisors, Inc. | $67.2M | 877,262 | Trimmed |
| 19 | Pacific Life Fund Advisors LLC | $65.3M | 852,714 | Added |
| 20 | BRAVE ASSET MANAGEMENT INC | $62.8M | 820,429 | Added |
| 21 | CARY STREET PARTNERS FINANCIAL LLC | $60.9M | 814,245 | Added |
| 22 | JB Capital LLC | $52.9M | 691,188 | Trimmed |
| 23 | Kestra Advisory Services, LLC | $43.4M | 566,476 | Added |
| 24 | Octavia Wealth Advisors, LLC | $40.6M | 530,172 | Added |
| 25 | WALLER FINANCIAL PLANNING GROUP, INC | $39.8M | 519,921 | Added |