| 1 | ENVESTNET ASSET MANAGEMENT INC | $1.89B | 17.6M | Added |
| 2 | Fisher Asset Management, LLC | $1.36B | 12.6M | Added |
| 3 | ASSETMARK, INC | $360.8M | 3.4M | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $302.2M | 2.8M | Trimmed |
| 5 | Orgel Wealth Management, LLC | $291.5M | 2.7M | Added |
| 6 | Sequoia Financial Advisors, LLC | $229.1M | 2.1M | Added |
| 7 | Facet Wealth, Inc. | $202.7M | 1.9M | Added |
| 8 | CITIGROUP INC | $142.5M | 1.3M | Added |
| 9 | Envestnet Portfolio Solutions, Inc. | $133.8M | 1.2M | Added |
| 10 | PARK AVENUE SECURITIES LLC | $120.6M | 1.1M | Added |
| 11 | SIGNATUREFD, LLC | $118.9M | 1.1M | Trimmed |
| 12 | TRUIST FINANCIAL CORP | $101.7M | 945,128 | Trimmed |
| 13 | Cambridge Investment Research Advisors, Inc. | $92.0M | 854,638 | Added |
| 14 | ANGELES WEALTH MANAGEMENT, LLC | $83.8M | 778,690 | Added |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $69.9M | 652,810 | Added |
| 16 | Farther Finance Advisors, LLC | $66.6M | 618,645 | Added |
| 17 | Crestwood Advisors Group, LLC | $66.4M | 616,861 | Added |
| 18 | Wealthcare Advisory Partners LLC | $62.0M | 576,272 | Added |
| 19 | Foster Group, Inc. | $60.9M | 566,053 | Added |
| 20 | Retirement Investment Advisors, Inc. | $58.0M | 543,022 | Added |
| 21 | Avantax Planning Partners, Inc. | $57.8M | 537,122 | Added |
| 22 | Parcion Private Wealth LLC | $54.2M | 503,579 | Trimmed |
| 23 | Wedmont Private Capital | $51.1M | 477,489 | Added |
| 24 | Gradient Investments LLC | $51.1M | 474,766 | Added |
| 25 | CHOREO, LLC | $48.5M | 450,490 | Added |