| 1 | ENVESTNET ASSET MANAGEMENT INC | $6.78B | 49.3M | Trimmed |
| 2 | PARK AVENUE SECURITIES LLC | $532.1M | 3.9M | Added |
| 3 | M&T Bank Corp | $530.3M | 3.9M | Trimmed |
| 4 | Envestnet Portfolio Solutions, Inc. | $491.0M | 3.6M | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $424.3M | 3.1M | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $308.3M | 2.2M | Added |
| 7 | HB Wealth Management, LLC | $302.7M | 2.2M | Trimmed |
| 8 | JB Capital LLC | $178.2M | 1.3M | Trimmed |
| 9 | Calamos Wealth Management LLC | $157.8M | 1.1M | Added |
| 10 | TRUIST FINANCIAL CORP | $157.1M | 1.1M | Trimmed |
| 11 | LVZ, Inc. | $142.6M | 1.0M | Trimmed |
| 12 | COURIER CAPITAL LLC | $126.3M | 918,582 | Trimmed |
| 13 | Kestra Advisory Services, LLC | $118.5M | 861,433 | Added |
| 14 | Advocacy Wealth Management, LLC | $111.0M | 807,434 | Trimmed |
| 15 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $104.8M | 762,341 | Trimmed |
| 16 | Ascent Group, LLC | $101.3M | 736,912 | Added |
| 17 | AE Wealth Management LLC | $97.5M | 709,045 | Trimmed |
| 18 | KEYBANK NATIONAL ASSOCIATION/OH | $96.2M | 699,654 | Trimmed |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $89.8M | 647,650 | Added |
| 20 | Modera Wealth Management, LLC | $86.1M | 625,957 | Trimmed |
| 21 | Stegner Investment Associates Inc. | $83.7M | 608,731 | Trimmed |
| 22 | Atria Investments, Inc | $83.0M | 603,475 | Added |
| 23 | SilverOak Wealth Management LLC | $77.0M | 559,953 | Trimmed |
| 24 | North Star Investment Management Corp. | $69.6M | 505,966 | Added |
| 25 | Private Advisor Group, LLC | $68.4M | 497,075 | Trimmed |