| 1 | ENVESTNET ASSET MANAGEMENT INC | $2.41B | 16.2M | Trimmed |
| 2 | TRUIST FINANCIAL CORP | $810.4M | 5.5M | Added |
| 3 | KEYBANK NATIONAL ASSOCIATION/OH | $592.2M | 4.0M | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $367.0M | 2.5M | Trimmed |
| 5 | Nationwide Fund Advisors | $362.5M | 2.4M | Trimmed |
| 6 | Catalyst Capital Advisors LLC | $361.0M | 2.4M | Trimmed |
| 7 | Millburn Ridgefield LLC /DE/ | $361.0M | 2.4M | Trimmed |
| 8 | Valeo Financial Advisors, LLC | $281.5M | 2.1M | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $255.9M | 1.7M | Added |
| 10 | Mesirow Financial Investment Management, Inc. | $240.0M | 1.6M | Added |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $236.8M | 1.6M | Added |
| 12 | Modera Wealth Management, LLC | $210.8M | 1.4M | Added |
| 13 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $171.9M | 1.2M | Added |
| 14 | FARMERS & MERCHANTS INVESTMENTS INC | $165.6M | 1.1M | Trimmed |
| 15 | ASSETMARK, INC | $162.2M | 1.1M | Trimmed |
| 16 | Acropolis Investment Management, LLC | $146.1M | 984,802 | Trimmed |
| 17 | M&T Bank Corp | $129.0M | 870,029 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $128.6M | 867,164 | Added |
| 19 | Members Trust Co | $127.6M | 860,578 | Trimmed |
| 20 | WestEnd Advisors, LLC | $125.7M | 847,232 | Trimmed |
| 21 | Farther Finance Advisors, LLC | $117.5M | 792,656 | Added |
| 22 | Sequoia Financial Advisors, LLC | $108.8M | 733,683 | Added |
| 23 | WHITTIER TRUST CO | $105.6M | 719,520 | Added |
| 24 | MISSION WEALTH MANAGEMENT, LP | $104.7M | 705,960 | Added |
| 25 | Steele Capital Management, Inc. | $104.5M | 704,827 | Added |