| 1 | Envestnet Portfolio Solutions, Inc. | $415.2M | 2.5M | Trimmed |
| 2 | FIRST CITIZENS BANK & TRUST CO | $396.5M | 2.4M | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $307.5M | 1.9M | Added |
| 4 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $154.9M | 940,874 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $138.0M | 838,328 | Trimmed |
| 6 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $116.9M | 709,976 | Trimmed |
| 7 | STEPHENS INC /AR/ | $110.2M | 669,651 | Trimmed |
| 8 | MONEY CONCEPTS CAPITAL CORP | $73.0M | 443,267 | Added |
| 9 | TRUIST FINANCIAL CORP | $71.3M | 433,102 | Trimmed |
| 10 | AE Wealth Management LLC | $60.6M | 368,117 | Trimmed |
| 11 | SVB WEALTH LLC | $45.5M | 276,422 | Added |
| 12 | Cedar Mountain Advisors, LLC | $41.6M | 252,713 | Added |
| 13 | Chicago Partners Investment Group LLC | $41.4M | 251,143 | Trimmed |
| 14 | LPWM LLC | $35.6M | 216,410 | Trimmed |
| 15 | KEYBANK NATIONAL ASSOCIATION/OH | $32.3M | 196,189 | Trimmed |
| 16 | Badgley Phelps Wealth Managers, LLC | $29.8M | 181,221 | Added |
| 17 | Wescott Financial Advisory Group, LLC | $28.8M | 175,179 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $27.9M | 169,326 | Trimmed |
| 19 | Rodgers & Associates, LTD | $27.3M | 165,969 | Trimmed |
| 20 | Parkway Wealth Management Group, LLC | $27.3M | 165,703 | Added |
| 21 | First Citizens Asset Management, Inc. | $27.2M | 165,173 | Added |
| 22 | M&T Bank Corp | $24.8M | 150,670 | Trimmed |
| 23 | RTD Financial Advisors, Inc. | $23.7M | 143,704 | Added |
| 24 | LBJ Family Wealth Advisors, Ltd. | $20.6M | 124,862 | Trimmed |
| 25 | Sterling Capital Management LLC | $19.6M | 119,234 | Trimmed |