| 1 | ENVESTNET ASSET MANAGEMENT INC | $2.87B | 37.2M | Added |
| 2 | KEYBANK NATIONAL ASSOCIATION/OH | $897.9M | 11.6M | Added |
| 3 | TRUIST FINANCIAL CORP | $818.7M | 10.6M | Added |
| 4 | Catalyst Capital Advisors LLC | $674.4M | 8.7M | Added |
| 5 | Millburn Ridgefield LLC /DE/ | $674.4M | 8.7M | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $332.6M | 4.3M | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $239.8M | 3.1M | Added |
| 8 | Valeo Financial Advisors, LLC | $236.3M | 3.2M | Trimmed |
| 9 | Members Trust Co | $163.9M | 2.1M | Trimmed |
| 10 | CAHABA WEALTH MANAGEMENT, INC. | $159.2M | 2.1M | Added |
| 11 | FARMERS & MERCHANTS INVESTMENTS INC | $149.5M | 1.9M | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $146.3M | 2.0M | Added |
| 13 | SIGMA INVESTMENT COUNSELORS INC | $146.3M | 1.9M | Trimmed |
| 14 | WHITTIER TRUST CO | $145.1M | 1.9M | Added |
| 15 | Badgley Phelps Wealth Managers, LLC | $140.5M | 1.8M | Added |
| 16 | Acropolis Investment Management, LLC | $133.2M | 1.7M | Added |
| 17 | Klingman & Associates, LLC | $123.7M | 1.6M | Added |
| 18 | First Interstate Bank | $120.6M | 1.6M | Added |
| 19 | Orgel Wealth Management, LLC | $119.4M | 1.5M | New |
| 20 | Avidian Wealth Enterprises, LLC | $116.5M | 1.5M | Added |
| 21 | SAGE FINANCIAL GROUP INC | $114.8M | 1.5M | Added |
| 22 | Kestra Advisory Services, LLC | $114.6M | 1.5M | Added |
| 23 | GREENLEAF TRUST | $114.4M | 1.5M | Trimmed |
| 24 | Accredited Investors Inc. | $107.6M | 1.4M | Trimmed |
| 25 | Lee Financial Co | $103.0M | 1.3M | Trimmed |