| 1 | ENVESTNET ASSET MANAGEMENT INC | $649.3M | 8.2M | Added |
| 2 | Sequoia Financial Advisors, LLC | $290.2M | 3.7M | Trimmed |
| 3 | MATHER GROUP, LLC. | $234.9M | 3.0M | Added |
| 4 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $227.4M | 2.9M | Added |
| 5 | TRUIST FINANCIAL CORP | $166.7M | 2.1M | Added |
| 6 | WestEnd Advisors, LLC | $153.6M | 1.9M | Added |
| 7 | Farther Finance Advisors, LLC | $128.7M | 1.6M | Added |
| 8 | OAKWORTH CAPITAL, INC. | $103.2M | 1.3M | Added |
| 9 | Steele Capital Management, Inc. | $102.4M | 1.3M | Trimmed |
| 10 | Kohmann Bosshard Financial Services, LLC | $90.1M | 1.1M | Added |
| 11 | Hilton Capital Management, LLC | $83.6M | 1.1M | Added |
| 12 | PRINCIPAL FINANCIAL GROUP INC | $75.3M | 952,411 | Added |
| 13 | KEYBANK NATIONAL ASSOCIATION/OH | $74.6M | 943,988 | Trimmed |
| 14 | DAVENPORT & Co LLC | $71.3M | 901,572 | Added |
| 15 | Quantum Financial Planning Services, Inc. | $68.5M | 866,220 | Added |
| 16 | BENJAMIN EDWARDS INC | $67.8M | 857,672 | Added |
| 17 | Cambridge Investment Research Advisors, Inc. | $67.3M | 851,650 | Added |
| 18 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $66.6M | 843,105 | Trimmed |
| 19 | Modera Wealth Management, LLC | $66.3M | 838,602 | Trimmed |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $64.7M | 818,148 | Added |
| 21 | Resonant Capital Advisors, LLC | $62.0M | 784,392 | Added |
| 22 | Liquid Strategies, LLC | $60.8M | 769,472 | Added |
| 23 | North Star Investment Management Corp. | $59.2M | 748,474 | Added |
| 24 | EXCHANGE TRADED CONCEPTS, LLC | $57.9M | 732,069 | Added |
| 25 | Retirement Systems of Alabama | $55.8M | 705,675 | Hold |