| 1 | ENVESTNET ASSET MANAGEMENT INC | $231.2M | 4.0M | Trimmed |
| 2 | M&T Bank Corp | $199.8M | 3.4M | Added |
| 3 | Arlington Trust Co LLC | $193.3M | 3.3M | Added |
| 4 | CITIGROUP INC | $147.0M | 2.5M | Added |
| 5 | TD PRIVATE CLIENT WEALTH LLC | $128.1M | 2.2M | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $104.0M | 1.8M | Added |
| 7 | Elm Partners Management LLC | $91.5M | 1.6M | Added |
| 8 | Blue Trust, Inc. | $88.9M | 1.5M | Trimmed |
| 9 | Evensky & Katz LLC | $80.4M | 1.4M | Added |
| 10 | Oak Harvest Investment Services | $74.7M | 1.3M | Added |
| 11 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $70.6M | 1.2M | Added |
| 12 | PRESILIUM PRIVATE WEALTH, LLC | $65.4M | 1.1M | Added |
| 13 | Chemistry Wealth Management LLC | $64.4M | 1.1M | Added |
| 14 | Cornerstone Wealth Advisors, Inc. | $63.2M | 1.1M | Added |
| 15 | Warwick Investment Management, Inc. | $61.6M | 1.1M | Added |
| 16 | Falcon Wealth Planning | $60.1M | 1.0M | Added |
| 17 | TRUIST FINANCIAL CORP | $55.0M | 944,315 | Trimmed |
| 18 | Foster Group, Inc. | $53.9M | 925,588 | Added |
| 19 | Wealth Dimensions Group, Ltd. | $51.4M | 882,471 | Added |
| 20 | Wellspring Financial Advisors, LLC | $50.3M | 863,583 | Added |
| 21 | Klaas Financial Asset Advisors, LLC | $46.9M | 806,570 | Added |
| 22 | ASSETMARK, INC | $42.3M | 726,811 | Added |
| 23 | 1834 INVESTMENT ADVISORS CO | $38.9M | 667,988 | Trimmed |
| 24 | OLD NATIONAL BANCORP /IN/ | $37.3M | 641,271 | Added |
| 25 | Beacon Bank & Trust | $36.9M | 633,681 | Added |