| 1 | Envestnet Portfolio Solutions, Inc. | $1.06B | 3.6M | Trimmed |
| 2 | FIRST CITIZENS BANK & TRUST CO | $995.5M | 3.4M | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $240.7M | 828,066 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $204.7M | 704,244 | Added |
| 5 | AE Wealth Management LLC | $198.9M | 684,496 | Added |
| 6 | Boulay Financial Advisors, LLC | $179.3M | 617,030 | Added |
| 7 | VICTORY FINANCIAL GROUP, LLC | $131.7M | 453,284 | Trimmed |
| 8 | TRUIST FINANCIAL CORP | $128.8M | 443,280 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $116.0M | 399,156 | Trimmed |
| 10 | BRYN MAWR TRUST Co | $104.8M | 360,678 | Trimmed |
| 11 | DAVENPORT & Co LLC | $90.3M | 310,652 | Added |
| 12 | First Citizens Asset Management, Inc. | $86.1M | 296,224 | Trimmed |
| 13 | SVB WEALTH LLC | $85.5M | 294,116 | Added |
| 14 | Bryn Mawr Trust Advisors, LLC | $74.3M | 255,752 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $69.7M | 239,884 | Added |
| 16 | SOA Wealth Advisors, LLC. | $60.7M | 208,928 | Added |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $44.7M | 153,748 | Trimmed |
| 18 | Private Advisor Group, LLC | $44.4M | 152,777 | Added |
| 19 | LifeWealth Investments, LLC | $40.9M | 140,725 | Added |
| 20 | ProVise Management Group, LLC | $39.9M | 137,347 | Added |
| 21 | Sterling Capital Management LLC | $39.2M | 134,720 | Trimmed |
| 22 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $39.1M | 134,581 | Trimmed |
| 23 | Richard P Slaughter Associates Inc | $38.4M | 132,048 | Trimmed |
| 24 | PRINCIPAL FINANCIAL GROUP INC | $34.3M | 118,149 | Added |
| 25 | Compton Wealth Advisory Group, LLC | $33.8M | 117,409 | Trimmed |