| 1 | ENVESTNET ASSET MANAGEMENT INC | $120.5M | 2.4M | Added |
| 2 | STATE OF MICHIGAN RETIREMENT SYSTEM | $94.7M | 1.9M | New |
| 3 | Envestnet Portfolio Solutions, Inc. | $13.8M | 276,466 | New |
| 4 | ASSETMARK, INC | $12.2M | 243,814 | New |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $7.0M | 139,892 | New |
| 6 | Kelly Financial Services LLC | $5.9M | 117,403 | New |
| 7 | DIVERSIFY WEALTH MANAGEMENT, LLC | $5.5M | 110,772 | New |
| 8 | Saxony Capital Management, LLC | $4.5M | 89,886 | Trimmed |
| 9 | JB Capital LLC | $4.3M | 85,247 | New |
| 10 | PARK AVENUE SECURITIES LLC | $3.7M | 74,822 | New |
| 11 | Scarborough Advisors, LLC | $3.2M | 63,913 | Trimmed |
| 12 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $2.9M | 58,133 | New |
| 13 | RFG Advisory, LLC | $2.0M | 39,677 | Added |
| 14 | INDEPENDENT FINANCIAL GROUP, LLC | $1.8M | 36,057 | Added |
| 15 | Private Advisor Group, LLC | $1.8M | 35,241 | New |
| 16 | TCP Asset Management, LLC | $1.7M | 35,079 | New |
| 17 | TRUIST FINANCIAL CORP | $1.2M | 23,599 | Added |
| 18 | BEACON FINANCIAL GROUP | $988,939 | 19,834 | New |
| 19 | Sequoia Financial Advisors, LLC | $961,551 | 19,285 | New |
| 20 | ShoreHaven Wealth Partners, LLC | $842,077 | 16,889 | New |
| 21 | BENJAMIN EDWARDS INC | $423,124 | 8,487 | Added |
| 22 | Detalus Advisors, LLC | $370,684 | 7,435 | New |
| 23 | Avantra Family Wealth, Inc. | $346,922 | 6,958 | New |
| 24 | Keystone Financial Group | $329,024 | 6,599 | New |
| 25 | LOCKERMAN FINANCIAL GROUP, INC. | $297,565 | 5,968 | New |