| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.19B | 3.9M | Added |
| 2 | MISSION WEALTH MANAGEMENT, LP | $448.3M | 1.5M | Added |
| 3 | GRIMES & Co WEALTH MANAGEMENT, LLC | $357.2M | 1.2M | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $288.2M | 950,658 | Trimmed |
| 5 | SIGNATUREFD, LLC | $284.5M | 938,568 | Added |
| 6 | Nicholas Hoffman & Company, LLC. | $230.1M | 759,092 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $215.8M | 711,898 | Added |
| 8 | ASSETMARK, INC | $215.1M | 709,612 | Added |
| 9 | Badgley Phelps Wealth Managers, LLC | $198.0M | 653,239 | Trimmed |
| 10 | Cullen/Frost Bankers, Inc. | $182.2M | 600,979 | Added |
| 11 | COUNTRY TRUST BANK | $162.1M | 534,925 | Trimmed |
| 12 | PINNACLE ASSOCIATES LTD | $140.2M | 462,685 | Added |
| 13 | TRUIST FINANCIAL CORP | $125.2M | 412,889 | Trimmed |
| 14 | Kestra Advisory Services, LLC | $124.5M | 410,869 | Added |
| 15 | Baker Avenue Asset Management, LP | $119.4M | 393,762 | Added |
| 16 | Heartwood Wealth Advisors LLC | $116.2M | 383,312 | Added |
| 17 | INVICTUS PRIVATE WEALTH, LLC | $115.3M | 380,442 | Added |
| 18 | Catalyst Capital Advisors LLC | $107.6M | 354,954 | Added |
| 19 | Millburn Ridgefield LLC /DE/ | $107.6M | 354,954 | Added |
| 20 | Merit Financial Group, LLC | $99.8M | 329,358 | Added |
| 21 | M&T Bank Corp | $92.8M | 306,174 | Added |
| 22 | PARK AVENUE SECURITIES LLC | $91.8M | 302,910 | Added |
| 23 | Gibraltar Capital Management, Inc. | $85.2M | 281,100 | Added |
| 24 | PITTENGER & ANDERSON INC | $78.4M | 258,663 | Trimmed |
| 25 | Center for Financial Planning, Inc. | $77.9M | 257,140 | Added |