| 1 | Auto-Owners Insurance Co | $767.5M | 15.2M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $422.0M | 8.4M | Trimmed |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $297.1M | 5.9M | Added |
| 4 | TRUIST FINANCIAL CORP | $192.8M | 3.8M | Added |
| 5 | BENJAMIN EDWARDS INC | $169.2M | 3.4M | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $153.0M | 3.0M | Added |
| 7 | JNBA Financial Advisors | $122.5M | 2.4M | Trimmed |
| 8 | EXCHANGE TRADED CONCEPTS, LLC | $121.0M | 2.4M | Added |
| 9 | GeoWealth Management, LLC | $115.4M | 2.3M | Added |
| 10 | Advocacy Wealth Management, LLC | $114.3M | 2.3M | Added |
| 11 | Gradient Investments LLC | $112.4M | 2.2M | Trimmed |
| 12 | Envestnet Portfolio Solutions, Inc. | $111.0M | 2.2M | Trimmed |
| 13 | AXXCESS WEALTH MANAGEMENT, LLC | $108.9M | 2.2M | Added |
| 14 | McNamara Financial Services, Inc. | $105.3M | 2.1M | Trimmed |
| 15 | AlphaStar Capital Management, LLC | $97.0M | 1.9M | Added |
| 16 | DIVERSIFY WEALTH MANAGEMENT, LLC | $91.7M | 1.8M | Added |
| 17 | Private Advisor Group, LLC | $91.4M | 1.8M | Trimmed |
| 18 | PARK AVENUE SECURITIES LLC | $87.2M | 1.7M | Trimmed |
| 19 | Center for Financial Planning, Inc. | $84.0M | 1.7M | Added |
| 20 | GREENLEAF TRUST | $79.6M | 1.6M | Added |
| 21 | ASSETMARK, INC | $79.1M | 1.6M | Trimmed |
| 22 | Kestra Advisory Services, LLC | $76.6M | 1.5M | Added |
| 23 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $74.7M | 1.5M | Trimmed |
| 24 | Wealthcare Advisory Partners LLC | $71.5M | 1.4M | Added |
| 25 | TRUEFG, LLC | $69.8M | 1.4M | Added |