| 1 | ENVESTNET ASSET MANAGEMENT INC | $114.6M | 2.4M | Added |
| 2 | CX Institutional | $53.8M | 1.1M | Added |
| 3 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $35.9M | 749,168 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $31.1M | 648,479 | Added |
| 5 | Wealthcare Advisory Partners LLC | $28.5M | 593,505 | Trimmed |
| 6 | TD PRIVATE CLIENT WEALTH LLC | $9.7M | 201,593 | Trimmed |
| 7 | Symmetry Partners, LLC | $9.6M | 199,906 | Added |
| 8 | TRUIST FINANCIAL CORP | $9.5M | 197,588 | Trimmed |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.3M | 193,450 | Added |
| 10 | TruNorth Capital Management, LLC | $9.1M | 189,285 | Added |
| 11 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $8.0M | 166,860 | Trimmed |
| 12 | McAdam, LLC | $6.4M | 134,384 | Added |
| 13 | Concurrent Investment Advisors, LLC | $6.0M | 124,171 | Added |
| 14 | Farther Finance Advisors, LLC | $5.9M | 122,519 | Trimmed |
| 15 | Foster Group, Inc. | $5.7M | 119,145 | Trimmed |
| 16 | Cullen/Frost Bankers, Inc. | $5.2M | 109,399 | Added |
| 17 | AUA CAPITAL MANAGEMENT, LLC | $4.8M | 100,483 | Trimmed |
| 18 | Ackerman Capital Advisors, LLC | $4.8M | 100,449 | Trimmed |
| 19 | BENJAMIN EDWARDS INC | $4.7M | 98,919 | Trimmed |
| 20 | CHATHAM CAPITAL GROUP, INC. | $4.6M | 95,375 | Trimmed |
| 21 | ASSETMARK, INC | $4.5M | 93,901 | Added |
| 22 | Paulson Wealth Management Inc. | $4.3M | 90,179 | Trimmed |
| 23 | Apella Capital, LLC | $4.2M | 88,138 | Added |
| 24 | GAMMA Investing LLC | $3.8M | 79,121 | Added |
| 25 | Kestra Advisory Services, LLC | $3.4M | 71,329 | Added |