| 1 | HARTLINE INVESTMENT CORP/ | $110.5M | 2.2M | Added |
| 2 | ASSETMARK, INC | $106.4M | 2.1M | Added |
| 3 | DAVENPORT & Co LLC | $75.3M | 1.5M | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $71.2M | 1.4M | Added |
| 5 | TRUIST FINANCIAL CORP | $51.6M | 1.0M | Added |
| 6 | Demars Financial Group, LLC | $42.9M | 841,052 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $41.9M | 819,802 | Trimmed |
| 8 | Walker Financial Services, Inc. | $37.4M | 732,529 | Added |
| 9 | LJI Wealth Management, LLC | $36.9M | 722,584 | Added |
| 10 | Verdence Capital Advisors LLC | $34.5M | 675,708 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $30.5M | 597,003 | Added |
| 12 | Towercrest Capital Management | $26.9M | 527,506 | Trimmed |
| 13 | LaFleur & Godfrey LLC | $24.7M | 484,553 | Added |
| 14 | Avior Wealth Management, LLC | $24.2M | 473,378 | Added |
| 15 | DDFG, Inc | $20.8M | 406,989 | New |
| 16 | Diversified Portfolios, Inc. | $19.1M | 373,717 | Trimmed |
| 17 | TriaGen Wealth Management LLC | $18.3M | 358,003 | Trimmed |
| 18 | Modera Wealth Management, LLC | $18.1M | 354,280 | Trimmed |
| 19 | Turning Point Benefit Group, Inc. | $17.9M | 350,665 | Added |
| 20 | Merit Financial Group, LLC | $15.1M | 296,646 | Added |
| 21 | RFG Advisory, LLC | $14.7M | 288,086 | Trimmed |
| 22 | Alpha Zero LLC | $14.7M | 287,635 | Added |
| 23 | FINANCIAL ADVISORY PARTNERS, LLC | $14.4M | 282,726 | Added |
| 24 | Kestra Advisory Services, LLC | $14.0M | 273,859 | Trimmed |
| 25 | Alliance Wealth Management Group | $13.7M | 268,368 | Added |