| 1 | ENVESTNET ASSET MANAGEMENT INC | $216.2M | 2.0M | Added |
| 2 | Howard Capital Management Inc. | $214.9M | 2.0M | Added |
| 3 | ASSETMARK, INC | $80.1M | 743,030 | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $61.5M | 570,734 | Added |
| 5 | One Wealth Map LLC | $38.2M | 388,508 | Added |
| 6 | River Wealth Advisors LLC | $25.7M | 238,819 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $22.7M | 210,502 | Trimmed |
| 8 | TRUIST FINANCIAL CORP | $19.8M | 183,756 | Trimmed |
| 9 | XML Financial, LLC | $19.6M | 181,451 | Trimmed |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $18.3M | 173,886 | Added |
| 11 | Waldron Private Wealth LLC | $18.0M | 167,023 | Trimmed |
| 12 | Lifestyle Asset Management, Inc. | $14.9M | 137,965 | New |
| 13 | Modera Wealth Management, LLC | $14.1M | 130,573 | Trimmed |
| 14 | OPPENHEIMER & CO INC | $14.0M | 129,764 | Trimmed |
| 15 | Aegis Wealth Management, Inc. | $13.1M | 121,883 | Added |
| 16 | William Mack & Associates, Inc. | $12.9M | 119,630 | Added |
| 17 | OPPENHEIMER ASSET MANAGEMENT INC. | $12.2M | 112,765 | New |
| 18 | Financial & Tax Architects, LLC | $11.6M | 107,263 | Added |
| 19 | Paulson Wealth Management Inc. | $10.7M | 99,629 | Trimmed |
| 20 | TD Asset Management Inc | $9.5M | 87,800 | Added |
| 21 | Windsor Capital Management, LLC | $8.7M | 80,797 | Trimmed |
| 22 | CITIGROUP INC | $8.2M | 76,433 | Added |
| 23 | WIN ADVISORS, INC | $8.1M | 74,914 | Trimmed |
| 24 | Discipline Wealth Solutions, LLC | $7.8M | 72,762 | Trimmed |
| 25 | Baron Financial Group, LLC | $7.7M | 71,576 | Trimmed |