| 1 | ENVESTNET ASSET MANAGEMENT INC | $350.2M | 6.9M | Added |
| 2 | KEYBANK NATIONAL ASSOCIATION/OH | $253.3M | 5.0M | Added |
| 3 | Cambridge Investment Research Advisors, Inc. | $219.3M | 4.3M | Added |
| 4 | ARCH CAPITAL GROUP LTD. | $199.0M | 3.9M | Hold |
| 5 | MIDLAND WEALTH ADVISORS LLC | $185.2M | 3.7M | Added |
| 6 | SIGNATUREFD, LLC | $181.1M | 3.6M | Added |
| 7 | Kestra Advisory Services, LLC | $161.1M | 3.2M | Trimmed |
| 8 | AE Wealth Management LLC | $150.5M | 3.0M | Added |
| 9 | RiverFront Investment Group, LLC | $133.4M | 2.6M | Trimmed |
| 10 | GREENLEAF TRUST | $126.3M | 2.5M | Added |
| 11 | TRUIST FINANCIAL CORP | $121.0M | 2.4M | Added |
| 12 | ADVISORS MANAGEMENT GROUP INC /ADV | $99.4M | 2.0M | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $89.6M | 1.8M | Added |
| 14 | Merit Financial Group, LLC | $85.6M | 1.7M | Added |
| 15 | Obermeyer Wealth Partners | $82.4M | 1.6M | Added |
| 16 | Gradient Investments LLC | $66.9M | 1.3M | Trimmed |
| 17 | SIMON QUICK ADVISORS, LLC | $62.7M | 1.2M | Trimmed |
| 18 | ATWOOD & PALMER INC | $59.1M | 1.2M | Added |
| 19 | CGC Financial Services, LLC | $57.1M | 1.1M | New |
| 20 | Hilton Capital Management, LLC | $54.4M | 1.1M | Added |
| 21 | Fragasso Financial Advisors Inc | $54.1M | 1.1M | Added |
| 22 | Sanchez Wealth Management Group | $50.5M | 999,572 | Added |
| 23 | Verdence Capital Advisors LLC | $49.0M | 969,793 | Added |
| 24 | Private Advisor Group, LLC | $46.5M | 921,560 | Trimmed |
| 25 | Bell Bank | $46.4M | 918,178 | Added |