| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.63B | 6.7M | Trimmed |
| 2 | M&T Bank Corp | $919.8M | 3.8M | Added |
| 3 | TRUIST FINANCIAL CORP | $519.6M | 2.1M | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $388.2M | 1.6M | Trimmed |
| 5 | Stairway Partners, LLC | $322.9M | 1.3M | Added |
| 6 | 71 West Capital Partners | $316.8M | 1.3M | Added |
| 7 | CITIGROUP INC | $284.2M | 1.2M | Added |
| 8 | OAKWORTH CAPITAL, INC. | $213.4M | 877,912 | Added |
| 9 | Waldron Private Wealth LLC | $206.9M | 853,400 | Trimmed |
| 10 | STEPHENS INC /AR/ | $144.0M | 593,962 | Added |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $122.0M | 494,171 | Trimmed |
| 12 | Cullen/Frost Bankers, Inc. | $107.3M | 442,652 | Added |
| 13 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $103.8M | 428,133 | Trimmed |
| 14 | CHOREO, LLC | $98.1M | 404,733 | Added |
| 15 | Marquette Asset Management, LLC | $96.4M | 397,757 | Added |
| 16 | Cedar Mountain Advisors, LLC | $95.8M | 395,280 | Added |
| 17 | LANDAAS & CO /WI /ADV | $93.4M | 385,177 | Added |
| 18 | Modera Wealth Management, LLC | $87.1M | 359,145 | Trimmed |
| 19 | MV CAPITAL MANAGEMENT, INC. | $80.6M | 332,274 | Trimmed |
| 20 | Private Advisor Group, LLC | $75.1M | 309,791 | Trimmed |
| 21 | Beirne Wealth Consulting Services, LLC | $65.9M | 271,741 | Added |
| 22 | FIRST BUSINESS FINANCIAL SERVICES, INC. | $64.4M | 265,835 | Trimmed |
| 23 | MISSION WEALTH MANAGEMENT, LP | $64.4M | 265,552 | Added |
| 24 | SMI Advisory Services, LLC | $63.2M | 255,736 | Trimmed |
| 25 | Badgley Phelps Wealth Managers, LLC | $63.0M | 259,924 | Added |