| 1 | ENVESTNET ASSET MANAGEMENT INC | $24.4M | 1.1M | Trimmed |
| 2 | Sage Advisory Services, Ltd.Co. | $15.9M | 694,133 | Trimmed |
| 3 | Prentice Wealth Management LLC | $14.8M | 646,864 | Added |
| 4 | ASSETMARK, INC | $11.7M | 509,695 | Added |
| 5 | DORVAL Corp | $7.9M | 346,058 | Added |
| 6 | Independence Financial Advisors, LLC | $6.9M | 298,880 | Added |
| 7 | Fifth Third Securities, Inc. | $6.6M | 289,209 | Added |
| 8 | TRUIST FINANCIAL CORP | $4.9M | 211,967 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $3.7M | 159,572 | Added |
| 10 | WealthPlan Investment Management, LLC | $3.4M | 148,764 | Trimmed |
| 11 | Calamos Advisors LLC | $3.4M | 146,337 | Trimmed |
| 12 | Foguth Wealth Management, LLC. | $3.0M | 130,078 | Trimmed |
| 13 | Kathmere Capital Management, LLC | $2.3M | 101,413 | Added |
| 14 | Farther Finance Advisors, LLC | $2.0M | 87,954 | Trimmed |
| 15 | Fortitude Family Office, LLC | $1.7M | 73,556 | Trimmed |
| 16 | Rooted Wealth Advisors, Inc. | $1.7M | 73,106 | Trimmed |
| 17 | BLUE JEAN FINANCIAL LLC | $1.6M | 68,820 | Added |
| 18 | Sovran Advisors, LLC | $1.6M | 67,907 | Added |
| 19 | WealthPLAN Partners, LLC | $1.5M | 65,689 | Trimmed |
| 20 | Fiduciary Alliance LLC | $1.3M | 57,795 | Trimmed |
| 21 | EAGLE GLOBAL ADVISORS LLC | $1.1M | 50,044 | Trimmed |
| 22 | Insight Wealth Strategies, LLC | $1.1M | 48,681 | Trimmed |
| 23 | Cordoba Advisory Partners LLC | $994,155 | 43,375 | Added |
| 24 | FDx Advisors, Inc. | $969,000 | 42,275 | Trimmed |
| 25 | Focus Financial Network, Inc. | $967,666 | 42,219 | Added |