| 1 | BANK OF AMERICA CORP /DE/ | $134.1M | 5.2M | Added |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $75.4M | 3.1M | Added |
| 3 | CITIGROUP INC | $55.0M | 2.1M | Added |
| 4 | Boothe Investment Group, Inc. | $45.2M | 1.7M | Added |
| 5 | LPL Financial LLC | $38.3M | 1.5M | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $30.1M | 1.2M | Trimmed |
| 7 | AE Wealth Management LLC | $26.0M | 1.0M | Added |
| 8 | Independence Wealth Advisors, LLC | $25.3M | 973,762 | Added |
| 9 | IAG Wealth Partners, LLC | $21.3M | 821,040 | Added |
| 10 | UBS Group AG | $20.9M | 804,759 | Trimmed |
| 11 | ASSETMARK, INC | $16.1M | 620,809 | Added |
| 12 | Deane Retirement Strategies, Inc. | $15.5M | 597,723 | Added |
| 13 | HighTower Advisors, LLC | $14.0M | 538,438 | Trimmed |
| 14 | ABBINGTON INVESTMENT GROUP | $13.9M | 537,313 | Added |
| 15 | Beacon Capital Management, Inc. | $13.7M | 528,537 | Added |
| 16 | Pasadena Private Wealth, LLC | $13.3M | 512,694 | Trimmed |
| 17 | Altiora Financial Group, LLC | $13.1M | 503,393 | Trimmed |
| 18 | Fielder Capital Group LLC | $12.6M | 486,636 | Added |
| 19 | Compound Planning, Inc. | $12.0M | 463,212 | Added |
| 20 | TRUIST FINANCIAL CORP | $11.8M | 455,688 | Added |
| 21 | &PARTNERS | $11.5M | 447,318 | Trimmed |
| 22 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $11.3M | 434,277 | Added |
| 23 | PEAK FINANCIAL ADVISORS LLC | $11.1M | 427,579 | Trimmed |
| 24 | OmniStar Financial Group, Inc. | $11.0M | 424,076 | Added |
| 25 | Orion Porfolio Solutions, LLC | $10.9M | 418,318 | Trimmed |