| 1 | ASSETMARK, INC | $2.59B | 15.8M | Added |
| 2 | Merit Financial Group, LLC | $270.1M | 1.7M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $202.3M | 1.2M | Trimmed |
| 4 | Cambridge Investment Research Advisors, Inc. | $127.1M | 777,440 | Added |
| 5 | Black Diamond Financial, LLC | $123.8M | 757,229 | Added |
| 6 | Sequoia Financial Advisors, LLC | $86.9M | 531,727 | Trimmed |
| 7 | Kestra Advisory Services, LLC | $65.9M | 403,118 | Added |
| 8 | Praetorian Wealth Management, Inc. | $62.0M | 379,594 | Added |
| 9 | PETREDIS INVESTMENT ADVISORS LLC | $59.8M | 366,159 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $49.2M | 301,213 | Added |
| 11 | Avior Wealth Management, LLC | $37.0M | 226,306 | Added |
| 12 | BHK Investment Advisors, LLC | $35.8M | 219,087 | Trimmed |
| 13 | Braeburn Wealth Management LLC | $34.6M | 211,636 | Added |
| 14 | Integrated Capital Management, LLC | $34.4M | 210,222 | Added |
| 15 | Capital Advantage, Inc. | $32.2M | 197,037 | Trimmed |
| 16 | TITLEIST ASSET MANAGEMENT, LLC | $31.3M | 191,472 | Added |
| 17 | Bernardo Wealth Planning LLC | $30.6M | 187,389 | Trimmed |
| 18 | LEAVELL INVESTMENT MANAGEMENT, INC. | $29.8M | 182,380 | Added |
| 19 | ETF Portfolio Partners, Inc. | $28.2M | 172,557 | Trimmed |
| 20 | Breakwater Capital Group | $26.0M | 158,867 | Added |
| 21 | Wealthcare Advisory Partners LLC | $25.3M | 154,959 | Added |
| 22 | Bison Wealth, LLC | $24.1M | 146,800 | Added |
| 23 | AllGen Financial Advisors, Inc. | $23.9M | 146,457 | Trimmed |
| 24 | Pachira Investments Inc. | $21.6M | 132,385 | Added |
| 25 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $21.1M | 129,222 | Added |