| 1 | ENVESTNET ASSET MANAGEMENT INC | $671.9M | 8.9M | Trimmed |
| 2 | WestEnd Advisors, LLC | $364.0M | 4.8M | Added |
| 3 | ASSETMARK, INC | $191.7M | 2.6M | Added |
| 4 | TRUIST FINANCIAL CORP | $191.2M | 2.5M | Added |
| 5 | Mirae Asset Global Investments Co., Ltd. | $90.7M | 1.2M | Trimmed |
| 6 | Elm Partners Management LLC | $76.5M | 1.0M | Trimmed |
| 7 | MATHER GROUP, LLC. | $73.9M | 982,923 | Trimmed |
| 8 | TRUE Private Wealth Advisors | $40.7M | 541,317 | Trimmed |
| 9 | BENJAMIN EDWARDS INC | $38.1M | 507,004 | Trimmed |
| 10 | MV CAPITAL MANAGEMENT, INC. | $36.9M | 491,247 | Trimmed |
| 11 | ES4, LLC | $27.5M | 366,091 | Added |
| 12 | Garde Capital, Inc. | $19.7M | 262,598 | Trimmed |
| 13 | PARK AVENUE SECURITIES LLC | $18.3M | 243,039 | New |
| 14 | Ballentine Partners, LLC | $17.4M | 231,034 | Trimmed |
| 15 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $17.2M | 229,242 | Added |
| 16 | AlphaStar Capital Management, LLC | $15.8M | 209,997 | Added |
| 17 | Tanager Wealth Management LLP | $13.2M | 175,982 | Added |
| 18 | Fisher Asset Management, LLC | $10.5M | 139,408 | Trimmed |
| 19 | Integris Wealth Management, LLC | $10.1M | 134,183 | Trimmed |
| 20 | DAVENPORT & Co LLC | $9.7M | 128,564 | Added |
| 21 | True Link Financial Advisors, LLC | $9.6M | 127,792 | Hold |
| 22 | MERIDIAN MANAGEMENT CO | $9.4M | 124,385 | Trimmed |
| 23 | Atria Investments, Inc | $8.5M | 113,477 | Added |
| 24 | Private Advisor Group, LLC | $6.7M | 89,694 | Trimmed |
| 25 | ACIMA PRIVATE WEALTH, LLC | $6.5M | 86,471 | Trimmed |