| 1 | ENVESTNET ASSET MANAGEMENT INC | $63.8M | 1.4M | Added |
| 2 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $49.6M | 1.1M | Added |
| 3 | CX Institutional | $25.1M | 533,148 | Trimmed |
| 4 | MATHER GROUP, LLC. | $21.2M | 450,660 | Added |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.6M | 418,825 | Added |
| 6 | DAVIDSON INVESTMENT ADVISORS | $19.3M | 410,872 | Added |
| 7 | Avidian Wealth Enterprises, LLC | $14.3M | 304,032 | Added |
| 8 | FOCUS Wealth Advisors, LLC | $8.7M | 184,357 | Added |
| 9 | PARK AVENUE SECURITIES LLC | $8.4M | 178,322 | Added |
| 10 | PRINCIPAL SECURITIES, INC. | $5.3M | 112,899 | Added |
| 11 | AXXCESS WEALTH MANAGEMENT, LLC | $4.7M | 99,419 | Added |
| 12 | BRANDYWINE OAK PRIVATE WEALTH LLC | $4.6M | 98,793 | Trimmed |
| 13 | SIMON QUICK ADVISORS, LLC | $4.4M | 94,341 | Hold |
| 14 | Granite Harbor Advisors, Inc. | $4.0M | 85,855 | Added |
| 15 | Fulton Bank, N.A. | $3.9M | 82,911 | Added |
| 16 | Cornerstone Wealth Management, LLC | $3.8M | 81,828 | Added |
| 17 | TRUIST FINANCIAL CORP | $3.2M | 68,457 | Trimmed |
| 18 | DAYMARK WEALTH PARTNERS, LLC | $2.0M | 42,022 | New |
| 19 | Cambridge Investment Research Advisors, Inc. | $1.9M | 40,466 | Added |
| 20 | OLD NATIONAL BANCORP /IN/ | $1.6M | 33,235 | Trimmed |
| 21 | XML Financial, LLC | $1.5M | 31,759 | Added |
| 22 | LCW Services, LLC | $1.3M | 28,693 | Trimmed |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $1.3M | 28,325 | Trimmed |
| 24 | Beaumont Financial Advisors, LLC | $1.3M | 26,942 | Trimmed |
| 25 | 1620 INVESTMENT ADVISORS, INC. | $1.2M | 26,082 | Hold |