| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.97B | 19.7M | Trimmed |
| 2 | Forum Financial Management, LP | $971.5M | 9.7M | Added |
| 3 | TRUIST FINANCIAL CORP | $301.3M | 3.0M | Added |
| 4 | ASSETMARK, INC | $245.5M | 2.4M | Added |
| 5 | Envestnet Portfolio Solutions, Inc. | $229.6M | 2.3M | Trimmed |
| 6 | MATHER GROUP, LLC. | $154.3M | 1.5M | Added |
| 7 | PARK AVENUE SECURITIES LLC | $137.2M | 1.4M | Trimmed |
| 8 | RiverFront Investment Group, LLC | $133.0M | 1.3M | Added |
| 9 | HAMILTON CAPITAL PARTNERS, LLC | $86.0M | 857,106 | Added |
| 10 | BENJAMIN EDWARDS INC | $83.9M | 836,231 | Added |
| 11 | Quotient Wealth Partners, LLC | $71.6M | 713,106 | Added |
| 12 | FIRST CITIZENS BANK & TRUST CO | $67.5M | 672,411 | Trimmed |
| 13 | SAGESPRING WEALTH PARTNERS, LLC | $56.4M | 561,888 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $49.9M | 497,357 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $47.1M | 469,032 | Added |
| 16 | JB Capital LLC | $37.2M | 371,123 | Trimmed |
| 17 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $33.7M | 335,581 | Added |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $29.4M | 298,343 | Added |
| 19 | Watchman Group, Inc. | $27.6M | 275,011 | Added |
| 20 | Banco Santander, S.A. | $26.4M | 263,210 | New |
| 21 | Savvy Advisors, Inc. | $20.9M | 207,915 | Added |
| 22 | Arrow Financial Corp | $17.7M | 176,255 | Added |
| 23 | MGO ONE SEVEN LLC | $17.4M | 173,493 | Added |
| 24 | Goelzer Investment Management, Inc. | $17.0M | 169,041 | Trimmed |
| 25 | McKinley Carter Wealth Services, Inc. | $16.7M | 166,474 | Added |