| 1 | ENVESTNET ASSET MANAGEMENT INC | $394.6M | 6.7M | Added |
| 2 | Blue Trust, Inc. | $385.5M | 6.5M | Trimmed |
| 3 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $247.5M | 4.2M | Added |
| 4 | Fisher Asset Management, LLC | $197.5M | 3.3M | Trimmed |
| 5 | Foster Group, Inc. | $165.4M | 2.8M | Added |
| 6 | Acropolis Investment Management, LLC | $162.6M | 2.8M | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $140.0M | 2.4M | Added |
| 8 | Bangor Savings Bank | $135.4M | 2.3M | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $114.1M | 1.9M | Added |
| 10 | First Interstate Bank | $113.7M | 1.9M | Added |
| 11 | Valeo Financial Advisors, LLC | $93.3M | 1.7M | Trimmed |
| 12 | Atria Investments, Inc | $92.7M | 1.6M | Added |
| 13 | BURNEY CO/ | $89.8M | 1.5M | Added |
| 14 | Badgley Phelps Wealth Managers, LLC | $87.9M | 1.5M | Added |
| 15 | Hanson & Doremus Investment Management | $76.0M | 1.3M | Added |
| 16 | Retirement Systems of Alabama | $75.2M | 1.3M | Hold |
| 17 | Cardinal Point Capital Management ULC | $70.0M | 1.2M | Added |
| 18 | NORTHWEST WEALTH MANAGEMENT, LLC | $69.6M | 1.2M | Added |
| 19 | RiverFront Investment Group, LLC | $62.9M | 1.1M | Added |
| 20 | Tanglewood Wealth Management, Inc. | $60.5M | 1.0M | Trimmed |
| 21 | Apollon Wealth Management, LLC | $58.8M | 997,614 | Added |
| 22 | TRUIST FINANCIAL CORP | $58.2M | 987,030 | Added |
| 23 | BRANDYWINE OAK PRIVATE WEALTH LLC | $57.5M | 974,352 | Added |
| 24 | Klaas Financial Asset Advisors, LLC | $55.6M | 942,378 | Added |
| 25 | CITIGROUP INC | $53.8M | 911,958 | Trimmed |