| 1 | ENVESTNET ASSET MANAGEMENT INC | $176.7M | 6.1M | Added |
| 2 | Financial Solutions Advisory Group, Inc. | $104.2M | 3.6M | New |
| 3 | EVERMAY WEALTH MANAGEMENT LLC | $97.4M | 3.4M | Added |
| 4 | Members Trust Co | $61.3M | 2.1M | Trimmed |
| 5 | TRUIST FINANCIAL CORP | $55.3M | 1.9M | Added |
| 6 | DAGCO, INC. | $53.3M | 1.8M | Added |
| 7 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | $41.7M | 1.4M | Added |
| 8 | ASSETMARK, INC | $39.8M | 1.4M | Added |
| 9 | HHM Wealth Advisors, LLC | $37.7M | 1.3M | Trimmed |
| 10 | WOODMONT INVESTMENT COUNSEL LLC | $34.0M | 1.2M | Added |
| 11 | Heartwood Wealth Advisors LLC | $29.4M | 1.0M | Added |
| 12 | Crane Advisory, LLC | $28.8M | 995,137 | Added |
| 13 | Alliance Wealth Advisors, LLC /UT | $28.5M | 983,283 | Added |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $27.3M | 942,567 | Trimmed |
| 15 | Boston Standard Wealth Management, LLC | $25.9M | 895,179 | Added |
| 16 | PARK AVENUE SECURITIES LLC | $25.2M | 867,455 | Added |
| 17 | Nelson Capital Management, LLC | $25.1M | 864,508 | Trimmed |
| 18 | WorthPointe, LLC | $21.9M | 753,673 | Added |
| 19 | ST GERMAIN D J CO INC | $20.7M | 714,150 | Added |
| 20 | EVERGREEN CAPITAL MANAGEMENT LLC | $20.2M | 696,181 | Trimmed |
| 21 | Gradient Investments LLC | $20.2M | 695,270 | Added |
| 22 | Concurrent Investment Advisors, LLC | $19.6M | 674,211 | Added |
| 23 | Impact Partnership Wealth, LLC | $19.2M | 663,501 | Trimmed |
| 24 | Great Point Wealth Advisors, LLC | $19.2M | 660,143 | Added |
| 25 | Private Advisor Group, LLC | $18.4M | 633,590 | Trimmed |