| 1 | CITIGROUP INC | $104.7M | 2.1M | Added |
| 2 | Annex Advisory Services, LLC | $33.6M | 680,069 | New |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $32.5M | 658,740 | Added |
| 4 | RiverFront Investment Group, LLC | $20.7M | 419,481 | Trimmed |
| 5 | TD Asset Management Inc | $18.1M | 367,200 | New |
| 6 | WHITTIER TRUST CO | $14.5M | 278,094 | Added |
| 7 | Baker Avenue Asset Management, LP | $12.4M | 250,115 | Added |
| 8 | REDSTONE WEALTH MANAGEMENT, LLC | $11.5M | 233,348 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $10.4M | 209,746 | Trimmed |
| 10 | ARKANSAS FINANCIAL GROUP, INC. | $9.9M | 200,285 | Trimmed |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.5M | 184,550 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $9.4M | 190,974 | Added |
| 13 | ALTFEST L J & CO INC | $7.8M | 157,345 | Added |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $6.7M | 135,649 | Added |
| 15 | Journey Advisory Group, LLC | $6.6M | 134,066 | New |
| 16 | CUMBERLAND ADVISORS INC | $6.5M | 131,470 | Added |
| 17 | WHITTIER TRUST CO OF NEVADA INC | $6.1M | 117,570 | Added |
| 18 | Cannon Advisors, Inc. | $5.6M | 114,080 | New |
| 19 | VALICENTI ADVISORY SERVICES INC | $4.6M | 93,753 | Trimmed |
| 20 | AXXCESS WEALTH MANAGEMENT, LLC | $3.9M | 77,986 | New |
| 21 | Kestra Advisory Services, LLC | $3.2M | 64,790 | Added |
| 22 | PRINCIPAL SECURITIES, INC. | $3.2M | 63,754 | Trimmed |
| 23 | TRUIST FINANCIAL CORP | $3.0M | 59,753 | Trimmed |
| 24 | Segment Wealth Management, LLC | $2.9M | 58,821 | Added |
| 25 | Fisher Asset Management, LLC | $2.6M | 53,213 | Trimmed |