| 1 | ENVESTNET ASSET MANAGEMENT INC | $858.9M | 5.9M | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $324.8M | 2.2M | Trimmed |
| 3 | Envestnet Portfolio Solutions, Inc. | $198.0M | 1.4M | Trimmed |
| 4 | FIRST CITIZENS BANK & TRUST CO | $182.0M | 1.2M | Trimmed |
| 5 | Cullen/Frost Bankers, Inc. | $173.9M | 1.2M | Trimmed |
| 6 | Financial Advisory Corp | $108.9M | 743,948 | Trimmed |
| 7 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $96.9M | 662,087 | Added |
| 8 | TRUIST FINANCIAL CORP | $94.0M | 641,849 | Added |
| 9 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $82.4M | 563,017 | Added |
| 10 | STEPHENS INC /AR/ | $71.1M | 485,385 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $65.4M | 446,726 | Added |
| 12 | Rodgers & Associates, LTD | $63.7M | 435,416 | Added |
| 13 | JOHNSON INVESTMENT COUNSEL INC | $58.7M | 401,192 | Trimmed |
| 14 | Wescott Financial Advisory Group, LLC | $49.6M | 338,838 | Added |
| 15 | Truepoint, Inc. | $47.0M | 320,731 | Trimmed |
| 16 | Krilogy Financial LLC | $45.9M | 313,541 | Added |
| 17 | M&T Bank Corp | $44.5M | 303,981 | Trimmed |
| 18 | Cedar Mountain Advisors, LLC | $40.4M | 276,200 | Added |
| 19 | Badgley Phelps Wealth Managers, LLC | $36.7M | 250,932 | Added |
| 20 | GenWealth Group, Inc. | $30.5M | 208,254 | New |
| 21 | RTD Financial Advisors, Inc. | $28.6M | 195,438 | Added |
| 22 | Kestra Advisory Services, LLC | $28.3M | 193,126 | Trimmed |
| 23 | OPPENHEIMER & CO INC | $27.5M | 187,930 | Trimmed |
| 24 | KEYBANK NATIONAL ASSOCIATION/OH | $27.1M | 185,295 | Added |
| 25 | Parkway Wealth Management Group, LLC | $27.1M | 184,822 | Added |