| 1 | ENVESTNET ASSET MANAGEMENT INC | $106.6M | 2.9M | Added |
| 2 | Performa Ltd (US), LLC | $58.7M | 1.6M | Trimmed |
| 3 | Ocean Park Asset Management, LLC | $42.2M | 1.2M | New |
| 4 | ASSETMARK, INC | $32.3M | 885,297 | Trimmed |
| 5 | Retirement Investment Advisors, Inc. | $20.0M | 550,451 | Added |
| 6 | TD PRIVATE CLIENT WEALTH LLC | $19.2M | 525,384 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $16.6M | 454,912 | Added |
| 8 | Avior Wealth Management, LLC | $14.6M | 400,790 | Added |
| 9 | THEORY FINANCIAL LLC | $9.4M | 257,512 | Added |
| 10 | Robertson Stephens Wealth Management, LLC | $7.5M | 204,719 | Trimmed |
| 11 | Marion Wealth Management | $7.2M | 196,640 | Added |
| 12 | Dynamic Advisor Solutions LLC | $5.5M | 151,528 | Added |
| 13 | Sage Advisory Services, Ltd.Co. | $4.6M | 124,835 | New |
| 14 | WealthPlan Investment Management, LLC | $4.3M | 118,148 | Added |
| 15 | CITIGROUP INC | $3.5M | 96,773 | Added |
| 16 | DIVERSIFY WEALTH MANAGEMENT, LLC | $3.1M | 84,841 | Added |
| 17 | Martel Wealth Advisors Inc | $2.7M | 72,929 | Added |
| 18 | Atria Investments, Inc | $2.5M | 67,733 | Added |
| 19 | Merit Financial Group, LLC | $2.4M | 64,885 | Trimmed |
| 20 | TRUIST FINANCIAL CORP | $2.2M | 60,194 | Added |
| 21 | Concurrent Investment Advisors, LLC | $2.0M | 54,737 | New |
| 22 | J.W. COLE ADVISORS, INC. | $1.9M | 52,758 | New |
| 23 | Onyx Bridge Wealth Group LLC | $1.9M | 51,976 | Added |
| 24 | Kestra Advisory Services, LLC | $1.6M | 44,493 | Trimmed |
| 25 | Fifth Third Securities, Inc. | $1.6M | 43,926 | Added |