| 1 | ENVESTNET ASSET MANAGEMENT INC | $922.1M | 3.4M | Trimmed |
| 2 | LEAVELL INVESTMENT MANAGEMENT, INC. | $138.8M | 507,282 | Added |
| 3 | Procyon Advisors, LLC | $120.7M | 441,124 | Added |
| 4 | SUMMIT WEALTH & RETIREMENT PLANNING, INC. | $59.4M | 217,223 | Added |
| 5 | Apella Capital, LLC | $57.9M | 211,482 | Trimmed |
| 6 | Verus Financial Partners, Inc. | $55.1M | 201,543 | Trimmed |
| 7 | Cambridge Investment Research Advisors, Inc. | $50.3M | 183,730 | Added |
| 8 | Kestra Advisory Services, LLC | $48.9M | 178,867 | Added |
| 9 | TRUIST FINANCIAL CORP | $46.5M | 169,974 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $45.3M | 165,661 | Trimmed |
| 11 | Black Diamond Financial, LLC | $41.0M | 149,997 | Added |
| 12 | Mesirow Financial Investment Management, Inc. | $39.7M | 145,226 | Added |
| 13 | ProVise Management Group, LLC | $38.1M | 139,081 | Added |
| 14 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $26.7M | 97,516 | Added |
| 15 | Praetorian Wealth Management, Inc. | $25.9M | 94,598 | Added |
| 16 | VSM Wealth Advisory, LLC | $19.1M | 69,643 | Added |
| 17 | Modera Wealth Management, LLC | $18.1M | 66,094 | Trimmed |
| 18 | Colorado Capital Management, Inc. | $17.0M | 62,091 | Added |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $16.9M | 61,076 | Added |
| 20 | HB Wealth Management, LLC | $16.2M | 59,355 | Hold |
| 21 | Capital Advantage, Inc. | $16.1M | 58,934 | Trimmed |
| 22 | Mosley Wealth Management | $13.8M | 50,608 | Added |
| 23 | RETIREMENT FINANCIAL SOLUTIONS, LLC | $13.8M | 50,416 | Added |
| 24 | TriaGen Wealth Management LLC | $13.2M | 48,100 | Added |
| 25 | STEPH & CO | $12.4M | 45,326 | Added |