| 1 | ASSETMARK, INC | $77.7M | 447,642 | Trimmed |
| 2 | MEITAV INVESTMENT HOUSE LTD | $76.7M | 442,091 | Added |
| 3 | Mirae Asset Global Investments Co., Ltd. | $56.3M | 324,400 | New |
| 4 | Rice Partnership, LLC | $34.1M | 196,780 | Added |
| 5 | Ayalon Insurance Comp Ltd. | $34.0M | 195,785 | Added |
| 6 | Harel Insurance Investments & Financial Services Ltd. | $29.4M | 169,215 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $19.1M | 110,309 | Added |
| 8 | Wealth Enhancement Trust Services, Inc. | $16.8M | 97,030 | Trimmed |
| 9 | TRUIST FINANCIAL CORP | $16.0M | 92,228 | Added |
| 10 | PRECEDENT WEALTH PARTNERS, LLC | $13.2M | 76,074 | Added |
| 11 | Ocean Park Asset Management, LLC | $13.0M | 74,703 | New |
| 12 | JBGlobal.com LLC | $12.9M | 74,610 | Trimmed |
| 13 | Almanack Investment Partners, LLC. | $12.0M | 69,389 | Trimmed |
| 14 | OPPENHEIMER ASSET MANAGEMENT INC. | $10.6M | 60,935 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $10.0M | 57,831 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $8.6M | 49,562 | Added |
| 17 | Gladstone Institutional Advisory LLC | $8.3M | 47,812 | Added |
| 18 | Berkeley, Inc | $7.8M | 45,188 | Added |
| 19 | Sharper & Granite LLC | $7.7M | 44,588 | Trimmed |
| 20 | Kestra Advisory Services, LLC | $7.2M | 41,207 | Trimmed |
| 21 | Nvest Wealth Strategies, Inc. | $6.7M | 38,553 | Added |
| 22 | Grey Ledge Advisors, LLC | $6.2M | 35,568 | Trimmed |
| 23 | Warner Group LLC | $5.9M | 34,195 | Added |
| 24 | CITIGROUP INC | $5.9M | 34,145 | Trimmed |
| 25 | INTEGRITY ALLIANCE, LLC. | $5.8M | 33,692 | Added |