| 1 | ASSETMARK, INC | $601.1M | 6.2M | Added |
| 2 | Japan Science & Technology Agency | $279.5M | 2.9M | Hold |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $216.5M | 2.2M | Added |
| 4 | Ocean Park Asset Management, LLC | $169.7M | 1.8M | New |
| 5 | GRIMES & Co WEALTH MANAGEMENT, LLC | $157.9M | 1.6M | New |
| 6 | Counterpoint Mutual Funds LLC | $84.4M | 875,415 | Added |
| 7 | Envestnet Portfolio Solutions, Inc. | $57.2M | 593,914 | Added |
| 8 | CITIGROUP INC | $30.8M | 319,246 | Added |
| 9 | Checchi Capital Advisers, LLC | $29.3M | 304,019 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $27.7M | 287,794 | Added |
| 11 | Howard Capital Management Inc. | $25.9M | 269,034 | Added |
| 12 | Sumitomo Mitsui DS Asset Management Company, Ltd | $23.0M | 238,216 | Trimmed |
| 13 | PARK AVENUE SECURITIES LLC | $21.2M | 220,374 | Added |
| 14 | EXCHANGE TRADED CONCEPTS, LLC | $21.1M | 218,666 | Added |
| 15 | TD Asset Management Inc | $18.8M | 195,282 | Trimmed |
| 16 | Mirae Asset Global Investments Co., Ltd. | $17.1M | 177,000 | Added |
| 17 | Berkshire Money Management, Inc. | $16.9M | 174,941 | Added |
| 18 | Silverleafe Capital Partners, LLC | $15.8M | 164,073 | Trimmed |
| 19 | Symmetry Partners, LLC | $13.6M | 141,573 | Added |
| 20 | NewSquare Capital LLC | $12.8M | 132,363 | Added |
| 21 | PRINCIPAL SECURITIES, INC. | $12.5M | 129,523 | Added |
| 22 | ESG Planning DBA Harper Investing | $12.1M | 125,451 | Added |
| 23 | Somnio Financial Group, LLC | $10.3M | 107,198 | Added |
| 24 | Aspire Private Capital, LLC | $8.1M | 83,655 | Added |
| 25 | Gateway Wealth Partners, LLC | $7.8M | 80,643 | Added |