| 1 | ASSETMARK, INC | $72.6M | 1.4M | Added |
| 2 | Forum Financial Management, LP | $65.1M | 1.3M | Trimmed |
| 3 | GRIMES & Co WEALTH MANAGEMENT, LLC | $49.9M | 968,763 | New |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $43.0M | 834,084 | Trimmed |
| 5 | Ocean Park Asset Management, LLC | $34.3M | 665,700 | New |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $22.3M | 433,620 | Added |
| 7 | Revolve Wealth Partners, LLC | $15.4M | 299,809 | Added |
| 8 | Avantax Planning Partners, Inc. | $10.6M | 206,107 | Trimmed |
| 9 | Retirement Investment Advisors, Inc. | $8.7M | 169,817 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $8.4M | 163,084 | Added |
| 11 | Merit Financial Group, LLC | $8.3M | 162,100 | Added |
| 12 | Cyndeo Wealth Partners, LLC | $5.9M | 115,499 | Added |
| 13 | DAYMARK WEALTH PARTNERS, LLC | $5.4M | 105,577 | New |
| 14 | Veery Capital, LLC | $4.8M | 93,136 | Added |
| 15 | Insight Wealth Strategies, LLC | $4.7M | 91,745 | Added |
| 16 | Kestra Advisory Services, LLC | $4.0M | 77,506 | Trimmed |
| 17 | Wealthcare Advisory Partners LLC | $3.8M | 72,804 | Added |
| 18 | Avidian Wealth Enterprises, LLC | $3.5M | 67,743 | Trimmed |
| 19 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3.4M | 65,080 | Added |
| 20 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $3.2M | 61,335 | Trimmed |
| 21 | CERTIOR FINANCIAL GROUP, LLC | $3.1M | 60,534 | Added |
| 22 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $2.7M | 51,704 | Trimmed |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 50,691 | Added |
| 24 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $2.6M | 49,548 | Hold |
| 25 | LAUREL OAK WEALTH MANAGEMENT, LLC | $2.5M | 48,040 | Added |