| 1 | ENVESTNET ASSET MANAGEMENT INC | $5.04B | 23.1M | Added |
| 2 | D.A. DAVIDSON & CO. | $1.24B | 5.7M | Added |
| 3 | MATHER GROUP, LLC. | $1.10B | 5.1M | Added |
| 4 | CITIGROUP INC | $695.9M | 3.2M | Added |
| 5 | MISSION WEALTH MANAGEMENT, LP | $678.1M | 3.1M | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $593.4M | 2.7M | Added |
| 7 | TRUIST FINANCIAL CORP | $508.4M | 2.3M | Trimmed |
| 8 | CHOREO, LLC | $485.7M | 2.2M | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $454.9M | 2.1M | Added |
| 10 | ASSETMARK, INC | $434.4M | 2.0M | Added |
| 11 | Waldron Private Wealth LLC | $400.8M | 1.8M | Added |
| 12 | Modera Wealth Management, LLC | $398.9M | 1.8M | Added |
| 13 | Facet Wealth, Inc. | $374.4M | 1.7M | Added |
| 14 | Bell Bank | $346.3M | 1.6M | Trimmed |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $316.7M | 1.4M | Added |
| 16 | Retirement Investment Advisors, Inc. | $312.0M | 1.4M | Added |
| 17 | Brookstone Capital Management | $247.3M | 1.1M | Added |
| 18 | Garde Capital, Inc. | $238.4M | 1.1M | Added |
| 19 | Kestra Advisory Services, LLC | $224.7M | 1.0M | Added |
| 20 | Merit Financial Group, LLC | $222.1M | 1.0M | Added |
| 21 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $213.9M | 981,676 | Trimmed |
| 22 | Members Trust Co | $205.7M | 943,694 | Trimmed |
| 23 | Everhart Financial Group, Inc. | $195.3M | 896,315 | Added |
| 24 | Thrive Wealth Management, LLC | $189.4M | 869,143 | Added |
| 25 | 71 West Capital Partners | $183.8M | 843,239 | Trimmed |