| 1 | ASSETMARK, INC | $462.7M | 3.9M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $402.0M | 3.4M | Trimmed |
| 3 | TRUIST FINANCIAL CORP | $219.7M | 1.9M | Trimmed |
| 4 | Tanglewood Wealth Management, Inc. | $169.7M | 1.4M | Trimmed |
| 5 | Facet Wealth, Inc. | $142.5M | 1.2M | Added |
| 6 | WestEnd Advisors, LLC | $129.2M | 1.1M | Trimmed |
| 7 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $89.4M | 760,770 | Added |
| 8 | EVERGREEN CAPITAL MANAGEMENT LLC | $85.8M | 730,746 | Trimmed |
| 9 | Strategic Point Investment Advisors, LLC | $78.4M | 667,170 | Added |
| 10 | ARMSTRONG ADVISORY GROUP, INC | $77.2M | 657,428 | Trimmed |
| 11 | CITIGROUP INC | $76.4M | 650,548 | Added |
| 12 | SAGESPRING WEALTH PARTNERS, LLC | $63.1M | 536,921 | Added |
| 13 | Clarity Financial LLC | $63.0M | 536,456 | Trimmed |
| 14 | Cambridge Investment Research Advisors, Inc. | $58.4M | 497,060 | Added |
| 15 | KEYBANK NATIONAL ASSOCIATION/OH | $48.4M | 411,681 | Added |
| 16 | TD PRIVATE CLIENT WEALTH LLC | $46.3M | 394,622 | Trimmed |
| 17 | SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | $44.4M | 378,065 | Added |
| 18 | New Harbor Financial Group, LLC | $34.6M | 294,999 | Added |
| 19 | Banco Santander, S.A. | $32.6M | 277,829 | Added |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $30.9M | 263,033 | Added |
| 21 | MBL Wealth, LLC | $29.6M | 252,032 | Added |
| 22 | DT Investment Partners, LLC | $29.3M | 249,078 | Added |
| 23 | 3EDGE Asset Management, LP | $28.7M | 244,355 | New |
| 24 | DDFG, Inc | $27.8M | 236,514 | Trimmed |
| 25 | Weaver Capital Management LLC | $27.4M | 231,359 | Hold |