| 1 | ENVESTNET ASSET MANAGEMENT INC | $691.5M | 5.4M | Added |
| 2 | CITIGROUP INC | $457.2M | 3.6M | Trimmed |
| 3 | Sequoia Financial Advisors, LLC | $438.0M | 3.4M | Trimmed |
| 4 | TRUIST FINANCIAL CORP | $262.4M | 2.1M | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $261.6M | 2.0M | Added |
| 6 | JABODON PT CO | $218.4M | 1.7M | Added |
| 7 | Apollon Wealth Management, LLC | $144.8M | 1.1M | Added |
| 8 | Aaron Wealth Advisors LLC | $102.0M | 797,921 | Trimmed |
| 9 | LPWM LLC | $87.2M | 682,435 | Added |
| 10 | WestHill Financial Advisors, Inc. | $83.7M | 655,188 | Added |
| 11 | 93 Financial Group, LLC | $76.9M | 601,405 | Added |
| 12 | Alliance Wealth Advisors, LLC /UT | $70.9M | 554,931 | Added |
| 13 | Waldron Private Wealth LLC | $68.3M | 534,614 | Trimmed |
| 14 | Hapanowicz & Associates Financial Services, Inc | $67.9M | 531,074 | Added |
| 15 | Nadler Financial Group, Inc. | $67.2M | 525,540 | Added |
| 16 | Wealthquest Corp | $67.1M | 525,384 | Trimmed |
| 17 | VALLEY WEALTH MANAGERS, INC. | $64.8M | 507,390 | Trimmed |
| 18 | Modera Wealth Management, LLC | $63.9M | 499,958 | Added |
| 19 | CITIZENS & NORTHERN CORP | $59.1M | 462,175 | Added |
| 20 | STEPHENS INC /AR/ | $55.9M | 437,676 | Trimmed |
| 21 | Apella Capital, LLC | $50.3M | 402,893 | Added |
| 22 | ASSETMARK, INC | $41.1M | 321,550 | Trimmed |
| 23 | Pacific Life Fund Advisors LLC | $40.9M | 319,951 | Trimmed |
| 24 | Summit Financial Strategies, Inc. | $39.7M | 310,757 | Added |
| 25 | Windward Private Wealth Management Inc. | $39.3M | 307,150 | Added |