| 1 | ENVESTNET ASSET MANAGEMENT INC | $367.2M | 6.4M | Added |
| 2 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $289.6M | 5.0M | Added |
| 3 | Wealthcare Advisory Partners LLC | $102.4M | 1.8M | Added |
| 4 | Crestwood Advisors Group, LLC | $100.5M | 1.7M | Added |
| 5 | ASSETMARK, INC | $71.5M | 1.2M | Trimmed |
| 6 | Private Advisor Group, LLC | $64.9M | 1.1M | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $62.6M | 1.1M | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $58.2M | 1.0M | Added |
| 9 | DAVENPORT & Co LLC | $56.9M | 986,910 | Added |
| 10 | Envestnet Portfolio Solutions, Inc. | $56.3M | 976,262 | Trimmed |
| 11 | MIDLAND WEALTH ADVISORS LLC | $55.3M | 959,196 | Trimmed |
| 12 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $48.1M | 833,994 | Added |
| 13 | One Day In July LLC | $46.4M | 804,494 | Added |
| 14 | TRUIST FINANCIAL CORP | $42.9M | 744,666 | Trimmed |
| 15 | GREENLEAF TRUST | $38.5M | 668,396 | Added |
| 16 | Morningstar Investment Management LLC | $37.4M | 774,051 | Hold |
| 17 | ST GERMAIN D J CO INC | $36.3M | 630,122 | Added |
| 18 | Avior Wealth Management, LLC | $32.2M | 558,732 | Added |
| 19 | Miracle Mile Advisors, LLC | $31.3M | 542,947 | Added |
| 20 | AlphaStar Capital Management, LLC | $30.1M | 521,139 | Added |
| 21 | SPINNAKER TRUST | $27.7M | 479,835 | Trimmed |
| 22 | Garrett Wealth Advisory Group, LLC | $26.6M | 461,770 | Added |
| 23 | Crews Bank & Trust | $26.3M | 456,249 | Trimmed |
| 24 | KWB Wealth | $26.1M | 452,815 | Trimmed |
| 25 | United Asset Strategies, Inc. | $25.0M | 434,336 | Added |