| 1 | STEPHENS INC /AR/ | $82.6M | 604,847 | Added |
| 2 | ASSETMARK, INC | $55.8M | 408,367 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $46.3M | 338,608 | Added |
| 4 | Amplius Wealth Advisors, LLC | $41.8M | 305,892 | Trimmed |
| 5 | MATHER GROUP, LLC. | $33.7M | 246,365 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $23.1M | 168,820 | Added |
| 7 | CITIGROUP INC | $21.7M | 158,522 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $19.3M | 141,263 | Trimmed |
| 9 | Bluesphere Advisors, LLC | $18.2M | 132,983 | Trimmed |
| 10 | Retirement Management Systems Inc. | $16.9M | 123,827 | Added |
| 11 | Annex Advisory Services, LLC | $15.8M | 115,451 | Trimmed |
| 12 | Flagship Private Wealth, LLC | $14.9M | 108,754 | Trimmed |
| 13 | Hudock, Inc. | $14.5M | 106,044 | Added |
| 14 | Certified Advisory Corp | $14.1M | 103,359 | Added |
| 15 | Green Ridge Wealth Planning LLC | $12.7M | 93,076 | Added |
| 16 | PERRYMAN FINANCIAL ADVISORY INC /AD | $9.8M | 71,515 | Trimmed |
| 17 | OLD NATIONAL BANCORP /IN/ | $9.1M | 66,599 | Trimmed |
| 18 | Stonebridge Financial Group, LLC / MO | $7.9M | 57,950 | Added |
| 19 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $7.5M | 55,030 | Added |
| 20 | Kestra Advisory Services, LLC | $7.3M | 53,355 | Trimmed |
| 21 | Capital Advisors, Ltd. LLC | $6.9M | 50,488 | Added |
| 22 | 180 WEALTH ADVISORS, LLC | $6.8M | 49,920 | Trimmed |
| 23 | Whelan Financial | $6.6M | 48,575 | Added |
| 24 | KINGSWOOD WEALTH ADVISORS, LLC | $6.4M | 46,549 | Added |
| 25 | Private Advisor Group, LLC | $5.7M | 41,458 | Trimmed |