| 1 | ENVESTNET ASSET MANAGEMENT INC | $258.6M | 4.8M | Trimmed |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $146.8M | 2.7M | Added |
| 3 | D.A. DAVIDSON & CO. | $117.6M | 2.2M | Added |
| 4 | Arbor Investment Advisors, LLC | $111.0M | 2.1M | Added |
| 5 | Linscomb Wealth, Inc. | $104.3M | 1.9M | Trimmed |
| 6 | Berman McAleer LLC | $84.2M | 1.6M | Trimmed |
| 7 | RFG Advisory, LLC | $59.4M | 1.1M | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $56.0M | 1.0M | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $48.1M | 882,845 | Added |
| 10 | Garrett Wealth Advisory Group, LLC | $43.5M | 805,225 | Added |
| 11 | GRIMES & Co WEALTH MANAGEMENT, LLC | $40.3M | 745,956 | Trimmed |
| 12 | Pinnacle Financial Group, LLC / IL | $35.9M | 665,074 | Trimmed |
| 13 | Klingman & Associates, LLC | $33.2M | 614,153 | Trimmed |
| 14 | Charter Capital Management, LLC\DE | $32.7M | 604,491 | Added |
| 15 | Charles Schwab Trust Co | $31.2M | 577,465 | Trimmed |
| 16 | TRUIST FINANCIAL CORP | $29.7M | 549,418 | Trimmed |
| 17 | BOYUM WEALTH ARCHITECTS LLC | $29.2M | 535,648 | Added |
| 18 | Breakwater Capital Group | $24.1M | 446,062 | Trimmed |
| 19 | Pettinga Financial Advisors LLC | $23.2M | 429,194 | Added |
| 20 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $23.1M | 427,695 | Added |
| 21 | Cornerstone Wealth Management, LLC | $21.6M | 399,520 | Added |
| 22 | Montz Harcus Wealth Management LLC | $18.6M | 344,750 | Added |
| 23 | Ted Buchan & Co | $17.4M | 321,769 | Trimmed |
| 24 | Baker Ellis Asset Management LLC | $17.1M | 315,796 | Trimmed |
| 25 | Stonebridge Financial Group, LLC | $14.4M | 265,962 | Trimmed |