| 1 | ENVESTNET ASSET MANAGEMENT INC | $471.9M | 8.9M | Added |
| 2 | ASSETMARK, INC | $419.3M | 7.9M | Trimmed |
| 3 | Matson Money. Inc. | $203.4M | 3.8M | Added |
| 4 | TD PRIVATE CLIENT WEALTH LLC | $153.3M | 2.9M | Added |
| 5 | Acropolis Investment Management, LLC | $119.5M | 2.2M | Added |
| 6 | Petersen Hastings Wealth Advisors Inc. | $111.7M | 2.1M | Added |
| 7 | GREENWOOD GEARHART INC | $96.9M | 1.8M | Added |
| 8 | TRUIST FINANCIAL CORP | $67.4M | 1.3M | Trimmed |
| 9 | KEYBANK NATIONAL ASSOCIATION/OH | $65.5M | 1.2M | Added |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $63.9M | 1.2M | Added |
| 11 | MFA WEALTH ADVISORS, LLC | $54.2M | 1.0M | Added |
| 12 | Flagstone Financial Management | $44.8M | 843,498 | Added |
| 13 | Kestra Advisory Services, LLC | $39.9M | 750,041 | Added |
| 14 | Scarborough Advisors, LLC | $36.8M | 694,175 | Trimmed |
| 15 | Thoma Capital Management LLC | $36.0M | 677,770 | Added |
| 16 | ProVise Management Group, LLC | $34.7M | 652,917 | Added |
| 17 | SCHMIDT P J INVESTMENT MANAGEMENT INC | $28.5M | 535,661 | Added |
| 18 | Ameliora Wealth Management Ltd. | $27.7M | 520,969 | Added |
| 19 | Klaas Financial Asset Advisors, LLC | $26.4M | 497,068 | Trimmed |
| 20 | Financial Partners Group, Inc | $26.3M | 495,446 | Added |
| 21 | BIRCHBROOK, INC. | $25.6M | 481,354 | Added |
| 22 | ARKANSAS FINANCIAL GROUP, INC. | $23.5M | 441,461 | Trimmed |
| 23 | Black Diamond Financial, LLC | $23.5M | 441,318 | Added |
| 24 | BCK Partners, Inc. | $22.5M | 423,132 | Added |
| 25 | Avidian Wealth Enterprises, LLC | $22.0M | 414,219 | Added |