| 1 | Matson Money. Inc. | $813.1M | 15.5M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $358.2M | 6.8M | Trimmed |
| 3 | Members Trust Co | $167.8M | 3.2M | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $145.1M | 2.8M | Trimmed |
| 5 | TRUIST FINANCIAL CORP | $129.0M | 2.5M | Added |
| 6 | Miracle Mile Advisors, LLC | $125.8M | 2.4M | Added |
| 7 | KEYBANK NATIONAL ASSOCIATION/OH | $113.6M | 2.2M | Added |
| 8 | Parkside Investments, LLC | $98.3M | 1.9M | Added |
| 9 | RiverFront Investment Group, LLC | $89.3M | 1.7M | Added |
| 10 | ASSETMARK, INC | $88.9M | 1.7M | Added |
| 11 | MARYLAND CAPITAL ADVISORS INC. | $72.0M | 1.4M | Added |
| 12 | BUFFALO BUSINESS & ESTATE SERVICES LTD | $62.4M | 0 | Added |
| 13 | TD PRIVATE CLIENT WEALTH LLC | $55.4M | 1.1M | Added |
| 14 | GREENWOOD GEARHART INC | $55.0M | 1.1M | Added |
| 15 | RAFFA WEALTH MANAGEMENT, LLC | $51.8M | 987,415 | Added |
| 16 | Bangor Savings Bank | $47.6M | 908,714 | Added |
| 17 | CUTLER INVESTMENT COUNSEL LLC | $46.2M | 881,726 | Added |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $43.8M | 840,189 | Added |
| 19 | Sumitomo Mitsui Trust Group, Inc. | $42.7M | 815,000 | Trimmed |
| 20 | Nelson Capital Management, LLC | $40.7M | 776,458 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $38.4M | 732,150 | Added |
| 22 | IFP Advisors, Inc | $38.1M | 727,413 | Added |
| 23 | Schaeffer Financial LLC | $35.3M | 674,253 | Added |
| 24 | Kestra Advisory Services, LLC | $35.1M | 670,567 | Trimmed |
| 25 | LEAVELL INVESTMENT MANAGEMENT, INC. | $34.8M | 663,554 | Added |