| 1 | ENVESTNET ASSET MANAGEMENT INC | $199.7M | 2.3M | Added |
| 2 | TRUIST FINANCIAL CORP | $125.5M | 1.4M | Added |
| 3 | WestEnd Advisors, LLC | $120.0M | 1.4M | New |
| 4 | ASSETMARK, INC | $14.5M | 167,400 | Added |
| 5 | Gimbal Financial | $11.1M | 128,232 | New |
| 6 | Concurrent Investment Advisors, LLC | $6.1M | 70,319 | Added |
| 7 | DAVENPORT & Co LLC | $5.7M | 65,789 | New |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 60,503 | Trimmed |
| 9 | CITIGROUP INC | $4.6M | 53,020 | Trimmed |
| 10 | Cambridge Investment Research Advisors, Inc. | $4.1M | 46,914 | Added |
| 11 | GRIMES & Co WEALTH MANAGEMENT, LLC | $3.5M | 40,710 | Trimmed |
| 12 | McGuire Investment Group, LLC | $3.4M | 39,090 | Added |
| 13 | TOTH FINANCIAL ADVISORY CORP | $2.8M | 31,994 | Added |
| 14 | Merit Financial Group, LLC | $2.7M | 30,741 | Added |
| 15 | J.W. COLE ADVISORS, INC. | $2.6M | 30,415 | New |
| 16 | Clarus Wealth Advisors | $2.6M | 30,095 | Added |
| 17 | Atria Investments, Inc | $2.2M | 25,754 | New |
| 18 | EXCHANGE TRADED CONCEPTS, LLC | $2.2M | 25,077 | New |
| 19 | NEW WAVE WEALTH ADVISORS LLC | $2.1M | 24,080 | New |
| 20 | Florin Court Capital LLP | $2.1M | 23,900 | Added |
| 21 | NAPLES GLOBAL ADVISORS, LLC | $1.6M | 18,295 | Added |
| 22 | Kestra Advisory Services, LLC | $1.6M | 18,100 | Added |
| 23 | Sage Capital Advisors,llc | $1.4M | 15,973 | Added |
| 24 | Signature Equity Partners, LLC | $1.4M | 15,889 | Added |
| 25 | Massachusetts Wealth Management | $1.3M | 15,270 | Trimmed |