| 1 | ASSETMARK, INC | $33.8M | 432,921 | Trimmed |
| 2 | Gateway Wealth Partners, LLC | $9.7M | 124,747 | Trimmed |
| 3 | Jacobi Capital Management LLC | $9.4M | 120,618 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $9.0M | 114,993 | Added |
| 5 | DAYMARK WEALTH PARTNERS, LLC | $6.5M | 82,629 | Added |
| 6 | KELLY FINANCIAL GROUP LLC | $5.0M | 64,109 | Trimmed |
| 7 | MN Wealth Advisors, LLC | $4.9M | 62,499 | Trimmed |
| 8 | 5T Wealth, LLC | $4.6M | 59,060 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $3.8M | 48,982 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $3.8M | 48,093 | Added |
| 11 | Private Advisor Group, LLC | $3.2M | 40,808 | Trimmed |
| 12 | Northwest Wealth Advisors, LLC | $2.3M | 28,899 | Trimmed |
| 13 | PRINCIPAL SECURITIES, INC. | $1.7M | 21,735 | Added |
| 14 | Independent Wealth Network Inc. | $1.5M | 19,759 | Trimmed |
| 15 | Emerald Advisors, LLC | $1.5M | 19,072 | Trimmed |
| 16 | 3Chopt Investment Partners, LLC | $1.3M | 17,198 | Added |
| 17 | Ascent Group, LLC | $1.3M | 16,077 | Trimmed |
| 18 | Robertson Stephens Wealth Management, LLC | $1.2M | 15,013 | Hold |
| 19 | Farther Finance Advisors, LLC | $1.1M | 14,406 | Added |
| 20 | TRUIST FINANCIAL CORP | $737,856 | 9,450 | Trimmed |
| 21 | WealthPlan Investment Management, LLC | $657,199 | 8,417 | Trimmed |
| 22 | Grey Ledge Advisors, LLC | $615,508 | 7,883 | Added |
| 23 | FLAGSHIP HARBOR ADVISORS, LLC | $613,539 | 7,858 | Added |
| 24 | Elevation Wealth Management LLC | $588,350 | 7,535 | Trimmed |
| 25 | Miracle Mile Advisors, LLC | $497,292 | 6,369 | Trimmed |