| 1 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $343.9M | 2.1M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $270.7M | 1.7M | Trimmed |
| 3 | TRUIST FINANCIAL CORP | $152.7M | 933,207 | Trimmed |
| 4 | WestEnd Advisors, LLC | $116.9M | 714,852 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $78.5M | 480,102 | Trimmed |
| 6 | Mirae Asset Global Investments Co., Ltd. | $66.2M | 404,890 | Trimmed |
| 7 | Legacy Financial Strategies, LLC | $41.8M | 255,742 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $34.2M | 208,889 | Added |
| 9 | EXCHANGE TRADED CONCEPTS, LLC | $23.6M | 144,540 | New |
| 10 | BAILARD, INC. | $21.5M | 131,527 | Trimmed |
| 11 | ASSETMARK, INC | $17.6M | 107,390 | Trimmed |
| 12 | Shira Ridge Wealth Management | $17.4M | 106,089 | Trimmed |
| 13 | HB Wealth Management, LLC | $17.2M | 105,421 | Trimmed |
| 14 | Dynamic Wealth Strategies, LLC | $16.6M | 101,456 | Trimmed |
| 15 | SAGESPRING WEALTH PARTNERS, LLC | $16.5M | 100,908 | Trimmed |
| 16 | Apollon Wealth Management, LLC | $16.4M | 100,478 | Trimmed |
| 17 | Decker Wealth Management LLC | $16.4M | 100,285 | Trimmed |
| 18 | Baker Avenue Asset Management, LP | $12.4M | 75,801 | Added |
| 19 | Private Advisor Group, LLC | $11.4M | 69,486 | Added |
| 20 | WealthBridge Capital Management, LLC | $10.8M | 66,166 | Trimmed |
| 21 | Concurrent Investment Advisors, LLC | $9.7M | 59,498 | Added |
| 22 | Integrity Investment Advisors, LLC | $9.3M | 56,836 | Trimmed |
| 23 | Graves Light Lenhart Wealth, Inc. | $9.2M | 55,973 | Hold |
| 24 | MIDLAND WEALTH ADVISORS LLC | $8.2M | 49,955 | Trimmed |
| 25 | Cadent Capital Advisors, LLC | $7.6M | 46,640 | Added |