| 1 | Rock Creek Group, LP | $82.7M | 1.1M | Added |
| 2 | RiverFront Investment Group, LLC | $56.5M | 761,074 | New |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $56.0M | 754,539 | New |
| 4 | Inlight Wealth Management, LLC | $25.7M | 346,131 | Added |
| 5 | Cascade Financial Partners, LLC | $16.9M | 227,206 | Added |
| 6 | Checchi Capital Advisers, LLC | $13.5M | 181,581 | Trimmed |
| 7 | Octavia Wealth Advisors, LLC | $4.8M | 64,896 | Added |
| 8 | Outlook Wealth Advisors, LLC | $4.2M | 56,096 | Added |
| 9 | Bulltick Wealth Management, LLC | $3.8M | 51,501 | Trimmed |
| 10 | New Capital Management LP | $3.8M | 50,810 | Added |
| 11 | Fonville Wealth Management LLC | $3.0M | 40,955 | Trimmed |
| 12 | ALTERNA WEALTH MANAGEMENT, INC | $2.6M | 34,672 | New |
| 13 | AE Wealth Management LLC | $2.5M | 33,347 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 32,618 | Added |
| 15 | LEUTHOLD GROUP, LLC | $2.3M | 31,002 | New |
| 16 | CARY STREET PARTNERS FINANCIAL LLC | $1.6M | 21,420 | Trimmed |
| 17 | EVERGREEN CAPITAL MANAGEMENT LLC | $1.4M | 18,774 | Hold |
| 18 | McCartney Wealth Management LLC | $1.2M | 16,696 | Added |
| 19 | TRUIST FINANCIAL CORP | $1.2M | 16,476 | New |
| 20 | Cambridge Investment Research Advisors, Inc. | $1.1M | 14,730 | Added |
| 21 | BIP Wealth, LLC | $1.0M | 13,660 | New |
| 22 | VERITY Wealth Advisors | $973,278 | 13,109 | Added |
| 23 | WEST PACES ADVISORS INC. | $857,827 | 11,554 | Trimmed |
| 24 | Miracle Mile Advisors, LLC | $784,547 | 10,567 | Added |
| 25 | Crossmark Global Holdings, Inc. | $771,237 | 10,390 | Hold |