| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.60B | 3.9M | Trimmed |
| 2 | M&T Bank Corp | $1.19B | 2.9M | Added |
| 3 | Catalyst Capital Advisors LLC | $670.7M | 1.6M | Trimmed |
| 4 | Millburn Ridgefield LLC /DE/ | $670.7M | 1.6M | Trimmed |
| 5 | JOHNSON INVESTMENT COUNSEL INC | $585.3M | 1.4M | Added |
| 6 | Legacy Wealth Management, Inc | $287.7M | 702,613 | Trimmed |
| 7 | TRUIST FINANCIAL CORP | $168.3M | 410,929 | Trimmed |
| 8 | MPS Loria Financial Planners, LLC | $142.3M | 347,484 | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $136.3M | 336,014 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $134.0M | 327,250 | Added |
| 11 | SAGESPRING WEALTH PARTNERS, LLC | $127.4M | 311,153 | Added |
| 12 | Arbor Investment Advisors, LLC | $116.7M | 284,885 | Trimmed |
| 13 | McKinley Carter Wealth Services, Inc. | $102.1M | 249,432 | Added |
| 14 | Winthrop Advisory Group LLC | $101.4M | 247,599 | Trimmed |
| 15 | Ballentine Partners, LLC | $84.2M | 205,671 | Trimmed |
| 16 | JFS WEALTH ADVISORS, LLC | $80.4M | 196,255 | Trimmed |
| 17 | WASHINGTON TRUST Co | $76.8M | 187,582 | Trimmed |
| 18 | Mason & Associates Inc | $68.0M | 166,139 | Added |
| 19 | Boston Partners | $67.7M | 165,274 | Added |
| 20 | Enclave Advisors LLC | $65.5M | 159,905 | Trimmed |
| 21 | Hippocratic Financial Advisors, LLC | $64.9M | 158,526 | Added |
| 22 | Napier Financial, LLC | $62.6M | 152,880 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $61.3M | 149,580 | Trimmed |
| 24 | DT Investment Partners, LLC | $61.0M | 148,918 | Added |
| 25 | PRINCIPAL SECURITIES, INC. | $60.3M | 147,167 | Trimmed |