| 1 | ENVESTNET ASSET MANAGEMENT INC | $63.8M | 485,154 | Added |
| 2 | M&T Bank Corp | $31.2M | 236,897 | Trimmed |
| 3 | TD Waterhouse Canada Inc. | $29.7M | 221,005 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $23.5M | 178,883 | Added |
| 5 | Ayalon Insurance Comp Ltd. | $23.4M | 178,031 | Hold |
| 6 | CMH Wealth Management LLC | $19.8M | 150,808 | Added |
| 7 | Cedar Mountain Advisors, LLC | $19.3M | 146,558 | Added |
| 8 | TRUST CO OF OKLAHOMA | $18.8M | 142,855 | Trimmed |
| 9 | ASSETMARK, INC | $15.9M | 120,753 | Added |
| 10 | SEARCY FINANCIAL SERVICES INC /ADV | $15.0M | 114,112 | Trimmed |
| 11 | MassMutual Private Wealth & Trust, FSB | $14.3M | 108,624 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $12.8M | 97,503 | Trimmed |
| 13 | Wheelhouse Advisory Group LLC | $11.6M | 88,023 | Added |
| 14 | Mosley Wealth Management | $10.6M | 80,709 | Added |
| 15 | TRUIST FINANCIAL CORP | $10.5M | 79,657 | Trimmed |
| 16 | LCM Capital Management Inc | $8.3M | 63,009 | Added |
| 17 | FOUNDERS GROVE WEALTH PARTNERS, LLC | $8.2M | 62,306 | Added |
| 18 | Kestra Advisory Services, LLC | $7.9M | 60,191 | Trimmed |
| 19 | Gibraltar Capital Management, Inc. | $6.9M | 52,142 | Added |
| 20 | Annex Advisory Services, LLC | $6.7M | 51,200 | Trimmed |
| 21 | JOHNSON INVESTMENT COUNSEL INC | $6.5M | 49,276 | Added |
| 22 | PENOBSCOT WEALTH MANAGEMENT | $6.4M | 48,290 | Added |
| 23 | THEORY FINANCIAL LLC | $6.2M | 46,809 | Trimmed |
| 24 | Merit Financial Group, LLC | $6.1M | 46,016 | Trimmed |
| 25 | Wall Street Financial Group, Inc. | $5.9M | 44,949 | Added |