| 1 | ENVESTNET ASSET MANAGEMENT INC | $112.9M | 2.3M | Trimmed |
| 2 | ASSETMARK, INC | $77.8M | 1.6M | Added |
| 3 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $48.0M | 959,773 | Added |
| 4 | RiverFront Investment Group, LLC | $45.9M | 917,534 | Added |
| 5 | Klaas Financial Asset Advisors, LLC | $23.8M | 475,930 | Added |
| 6 | Kestra Advisory Services, LLC | $13.3M | 266,379 | Added |
| 7 | Hennion & Walsh Asset Management, Inc. | $8.0M | 160,189 | Added |
| 8 | Thoma Capital Management LLC | $8.0M | 158,874 | Added |
| 9 | CROBAN | $7.4M | 147,796 | Added |
| 10 | KEYBANK NATIONAL ASSOCIATION/OH | $7.0M | 139,646 | Trimmed |
| 11 | CoreCap Advisors, LLC | $6.6M | 131,988 | Trimmed |
| 12 | Concurrent Investment Advisors, LLC | $6.6M | 131,452 | Added |
| 13 | Apollon Wealth Management, LLC | $6.5M | 129,509 | Added |
| 14 | TRUIST FINANCIAL CORP | $6.1M | 121,639 | Trimmed |
| 15 | Investors Research Corp | $5.6M | 111,718 | Added |
| 16 | Shum Financial Group, Inc. | $4.9M | 97,816 | Trimmed |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.5M | 92,595 | Added |
| 18 | Maia Wealth LLC | $4.5M | 90,449 | Trimmed |
| 19 | TITLEIST ASSET MANAGEMENT, LLC | $4.1M | 81,884 | Added |
| 20 | SlateStone Wealth, LLC | $2.6M | 52,491 | Trimmed |
| 21 | Checchi Capital Advisers, LLC | $2.4M | 47,936 | Added |
| 22 | Sovran Advisors, LLC | $1.8M | 37,707 | Added |
| 23 | Envestnet Portfolio Solutions, Inc. | $1.8M | 35,260 | Trimmed |
| 24 | North Dakota State Investment Board | $1.7M | 33,000 | Trimmed |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $1.5M | 29,190 | Trimmed |