| 1 | Wealthcare Advisory Partners LLC | $40.9M | 741,908 | Added |
| 2 | ASSETMARK, INC | $16.4M | 298,150 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $10.8M | 196,805 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $10.5M | 191,163 | Trimmed |
| 5 | REAP Financial Group, LLC | $6.9M | 125,551 | Trimmed |
| 6 | Kestra Advisory Services, LLC | $6.1M | 110,990 | Trimmed |
| 7 | Strategic Blueprint, LLC | $4.7M | 84,737 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $3.8M | 69,276 | Added |
| 9 | Prospera Financial Services Inc | $3.8M | 69,160 | Trimmed |
| 10 | Fragasso Financial Advisors Inc | $3.3M | 60,522 | Trimmed |
| 11 | ERn Financial, LLC | $2.4M | 42,838 | Trimmed |
| 12 | Integrity Financial Corp /WA | $2.3M | 42,121 | Trimmed |
| 13 | FOUNDERS FINANCIAL SECURITIES LLC | $1.7M | 30,388 | Added |
| 14 | FWG Investments, LLC. | $1.6M | 28,845 | Trimmed |
| 15 | McKinley Carter Wealth Services, Inc. | $1.5M | 26,406 | Hold |
| 16 | Signal Advisors Wealth, LLC | $1.4M | 24,564 | Trimmed |
| 17 | Octavia Wealth Advisors, LLC | $1.3M | 24,451 | Hold |
| 18 | Accel Wealth Management | $1.2M | 21,691 | Trimmed |
| 19 | MGO ONE SEVEN LLC | $1.2M | 21,609 | Trimmed |
| 20 | LEGACY SOLUTIONS, LLC | $1.1M | 20,674 | Trimmed |
| 21 | TRUIST FINANCIAL CORP | $1.1M | 19,824 | Trimmed |
| 22 | Clear Creek Financial Management, LLC | $1.1M | 19,179 | Hold |
| 23 | CoreCap Advisors, LLC | $966,874 | 17,554 | Added |
| 24 | RFG Advisory, LLC | $955,308 | 17,344 | Added |
| 25 | DHJJ Financial Advisors, Ltd. | $942,309 | 17,108 | Trimmed |