| 1 | ENVESTNET ASSET MANAGEMENT INC | $330.5M | 2.2M | Added |
| 2 | D.A. DAVIDSON & CO. | $167.3M | 1.1M | Added |
| 3 | Cullen/Frost Bankers, Inc. | $113.5M | 768,428 | Trimmed |
| 4 | Evensky & Katz LLC | $48.7M | 329,371 | Trimmed |
| 5 | MIDLAND WEALTH ADVISORS LLC | $41.1M | 278,506 | Trimmed |
| 6 | BRYN MAWR TRUST Co | $39.0M | 263,973 | Trimmed |
| 7 | COURIER CAPITAL LLC | $33.7M | 227,786 | Added |
| 8 | TRUIST FINANCIAL CORP | $31.0M | 209,578 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $30.9M | 209,429 | Trimmed |
| 10 | KEYBANK NATIONAL ASSOCIATION/OH | $25.6M | 173,265 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $23.4M | 158,489 | Added |
| 12 | Capital Advisors, Ltd. LLC | $16.4M | 110,998 | Added |
| 13 | GHP Investment Advisors, Inc. | $15.0M | 101,841 | Trimmed |
| 14 | Kestra Advisory Services, LLC | $14.7M | 99,253 | Trimmed |
| 15 | 1834 INVESTMENT ADVISORS CO | $13.8M | 93,660 | Trimmed |
| 16 | Omega Financial Group, LLC | $13.7M | 92,908 | Added |
| 17 | FIRST MERCHANTS CORP | $13.5M | 91,589 | Trimmed |
| 18 | PW Nova Financial Services LLC | $12.7M | 85,851 | Added |
| 19 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $11.8M | 80,133 | Trimmed |
| 20 | Mesirow Financial Investment Management, Inc. | $11.8M | 79,854 | Trimmed |
| 21 | Balance Wealth, LLC | $10.7M | 72,677 | Trimmed |
| 22 | Independence Financial Advisors, LLC | $9.8M | 66,323 | New |
| 23 | OFS Enterprise LLC | $9.2M | 62,340 | Added |
| 24 | DDFG, Inc | $8.6M | 58,149 | Trimmed |
| 25 | InvesTrust | $8.4M | 57,033 | Trimmed |