| 1 | ENVESTNET ASSET MANAGEMENT INC | $194.8M | 3.5M | Added |
| 2 | Mirae Asset Global Investments Co., Ltd. | $107.1M | 1.9M | Trimmed |
| 3 | Annex Advisory Services, LLC | $89.7M | 1.6M | Added |
| 4 | Rainwater Charitable Foundation | $59.1M | 1.1M | Added |
| 5 | TRUIST FINANCIAL CORP | $55.6M | 1.0M | Trimmed |
| 6 | CITIGROUP INC | $46.6M | 843,868 | Added |
| 7 | Barry Investment Advisors, LLC | $41.5M | 752,013 | Added |
| 8 | TIFF ADVISORY SERVICES, LLC | $41.3M | 748,527 | Trimmed |
| 9 | ASSETMARK, INC | $40.1M | 726,063 | Trimmed |
| 10 | Forum Financial Management, LP | $38.5M | 698,517 | Trimmed |
| 11 | Facet Wealth, Inc. | $38.4M | 696,801 | Added |
| 12 | Quadratic Capital Management LLC | $36.7M | 665,746 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $29.3M | 530,852 | Added |
| 14 | Checchi Capital Advisers, LLC | $27.3M | 494,116 | Added |
| 15 | Klaas Financial Asset Advisors, LLC | $23.7M | 429,599 | Added |
| 16 | PRINCIPAL SECURITIES, INC. | $23.2M | 421,251 | Added |
| 17 | GenWealth Group, Inc. | $22.9M | 414,334 | Added |
| 18 | NOTTINGHAM ADVISORS, INC. | $22.2M | 290,316 | Trimmed |
| 19 | RETIREMENT FINANCIAL SOLUTIONS, LLC | $20.3M | 367,012 | Added |
| 20 | Gleason Group, Inc. | $19.9M | 359,953 | Added |
| 21 | Obermeyer Wealth Partners | $19.6M | 356,030 | Added |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $18.5M | 342,500 | Added |
| 23 | FINANCIAL LIFE ADVISORS | $17.1M | 309,813 | Added |
| 24 | WLTH Capital Management, LLC | $17.1M | 309,739 | Added |
| 25 | Professional Financial Management, Inc. | $16.2M | 293,907 | Added |