| 1 | ENVESTNET ASSET MANAGEMENT INC | $4.75B | 49.1M | Trimmed |
| 2 | TRUIST FINANCIAL CORP | $1.55B | 16.1M | Trimmed |
| 3 | M&T Bank Corp | $1.36B | 14.1M | Added |
| 4 | KEYBANK NATIONAL ASSOCIATION/OH | $1.00B | 10.4M | Added |
| 5 | ASSETMARK, INC | $922.8M | 9.6M | Added |
| 6 | Ballentine Partners, LLC | $654.1M | 6.8M | Added |
| 7 | Members Trust Co | $376.6M | 3.9M | Added |
| 8 | SIGNATUREFD, LLC | $372.0M | 3.9M | Added |
| 9 | RiverFront Investment Group, LLC | $363.4M | 3.8M | Added |
| 10 | TD PRIVATE CLIENT WEALTH LLC | $357.9M | 3.7M | Added |
| 11 | GRIMES & Co WEALTH MANAGEMENT, LLC | $355.1M | 3.7M | Added |
| 12 | Modera Wealth Management, LLC | $352.2M | 3.6M | Added |
| 13 | Bell Bank | $340.3M | 3.5M | Trimmed |
| 14 | Envestnet Portfolio Solutions, Inc. | $303.2M | 3.1M | Added |
| 15 | Stairway Partners, LLC | $300.2M | 3.1M | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $274.8M | 2.8M | Trimmed |
| 17 | Cambridge Investment Research Advisors, Inc. | $265.0M | 2.7M | Added |
| 18 | Connecticut Wealth Management, LLC | $263.8M | 2.7M | Added |
| 19 | Quotient Wealth Partners, LLC | $256.0M | 2.7M | Added |
| 20 | FIRST CITIZENS BANK & TRUST CO | $230.6M | 2.4M | Added |
| 21 | CHOREO, LLC | $223.0M | 2.3M | Added |
| 22 | Matson Money. Inc. | $217.5M | 2.3M | Trimmed |
| 23 | CKW FINANCIAL GROUP | $210.2M | 2.2M | Added |
| 24 | Retirement Investment Advisors, Inc. | $206.3M | 2.1M | Added |
| 25 | GREENLEAF TRUST | $198.6M | 2.1M | Trimmed |