| 1 | ENVESTNET ASSET MANAGEMENT INC | $920.7M | 11.0M | Added |
| 2 | Diversified Trust Co | $474.4M | 5.7M | Added |
| 3 | CIBC Asset Management Inc | $395.5M | 4.7M | Trimmed |
| 4 | WestEnd Advisors, LLC | $301.1M | 3.6M | Trimmed |
| 5 | JOHNSON INVESTMENT COUNSEL INC | $241.0M | 2.9M | Added |
| 6 | HOWLAND CAPITAL MANAGEMENT LLC | $183.2M | 2.2M | Added |
| 7 | TRUIST FINANCIAL CORP | $165.0M | 2.0M | Trimmed |
| 8 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $153.8M | 1.8M | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $140.8M | 1.7M | Added |
| 10 | Accredited Investors Inc. | $138.0M | 1.6M | Added |
| 11 | ASSETMARK, INC | $113.6M | 1.4M | Added |
| 12 | Strid Group, LLC | $111.8M | 1.3M | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $107.5M | 1.3M | Added |
| 14 | HB Wealth Management, LLC | $95.4M | 1.1M | Added |
| 15 | PINNACLE ASSOCIATES LTD | $90.5M | 1.1M | Added |
| 16 | WEALTHCARE CAPITAL MANAGEMENT LLC | $77.6M | 926,244 | Trimmed |
| 17 | NewSquare Capital LLC | $77.2M | 921,792 | Added |
| 18 | Cardinal Point Capital Management ULC | $76.9M | 918,218 | Added |
| 19 | Flower City Capital | $69.3M | 826,889 | Added |
| 20 | Nicholas Hoffman & Company, LLC. | $69.1M | 825,291 | Added |
| 21 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | $66.1M | 789,158 | Trimmed |
| 22 | SAGE FINANCIAL GROUP INC | $63.0M | 752,152 | Added |
| 23 | Cullen/Frost Bankers, Inc. | $62.6M | 747,233 | Added |
| 24 | Compton Wealth Advisory Group, LLC | $60.5M | 731,842 | Trimmed |
| 25 | MATHER GROUP, LLC. | $59.0M | 703,974 | Trimmed |