| 1 | ENVESTNET ASSET MANAGEMENT INC | $242.7M | 2.1M | Added |
| 2 | PINKERTON WEALTH, LLC | $184.7M | 1.8M | New |
| 3 | D.A. DAVIDSON & CO. | $147.0M | 1.3M | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $69.3M | 590,043 | Trimmed |
| 5 | KEYBANK NATIONAL ASSOCIATION/OH | $66.1M | 562,576 | Added |
| 6 | Joel Isaacson & Co., LLC | $58.9M | 501,110 | Added |
| 7 | TRUIST FINANCIAL CORP | $49.0M | 417,243 | Added |
| 8 | Pacific Life Fund Advisors LLC | $47.1M | 400,548 | New |
| 9 | MIDLAND WEALTH ADVISORS LLC | $46.8M | 398,575 | Trimmed |
| 10 | Moment Partners, LLC | $46.6M | 396,412 | Added |
| 11 | BRYN MAWR TRUST Co | $40.4M | 344,211 | Trimmed |
| 12 | COURIER CAPITAL LLC | $30.6M | 260,296 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $27.7M | 236,018 | Added |
| 14 | Kozak & Associates, Inc. | $26.8M | 230,502 | Added |
| 15 | Capital Advisors, Ltd. LLC | $24.6M | 209,294 | Trimmed |
| 16 | Hudson Capital Management LLC | $23.8M | 202,922 | Trimmed |
| 17 | Kestra Advisory Services, LLC | $20.7M | 176,060 | Trimmed |
| 18 | Concurrent Investment Advisors, LLC | $20.1M | 170,893 | Added |
| 19 | Cullen/Frost Bankers, Inc. | $19.3M | 164,447 | Trimmed |
| 20 | INSPIRION WEALTH ADVISORS, LLC | $19.3M | 166,148 | Trimmed |
| 21 | 1834 INVESTMENT ADVISORS CO | $17.7M | 150,402 | Trimmed |
| 22 | BUFFALO BUSINESS & ESTATE SERVICES LTD | $16.8M | 0 | Added |
| 23 | GHP Investment Advisors, Inc. | $16.4M | 139,799 | Trimmed |
| 24 | Ifrah Financial Services, Inc. | $15.6M | 133,087 | Trimmed |
| 25 | PW Nova Financial Services LLC | $14.4M | 122,533 | Added |