| 1 | ASSETMARK, INC | $375.9M | 4.6M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $274.7M | 3.3M | Trimmed |
| 3 | TRUIST FINANCIAL CORP | $219.7M | 2.7M | Added |
| 4 | AIA Group Ltd | $117.0M | 1.4M | Added |
| 5 | CITIGROUP INC | $93.0M | 1.1M | Added |
| 6 | TFC Financial Management, Inc. | $84.3M | 1.0M | Added |
| 7 | CX Institutional | $73.5M | 894,736 | Added |
| 8 | CWA Asset Management Group, LLC | $69.3M | 843,777 | Trimmed |
| 9 | TD PRIVATE CLIENT WEALTH LLC | $67.2M | 818,344 | Trimmed |
| 10 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $63.7M | 775,709 | Trimmed |
| 11 | ATWOOD & PALMER INC | $60.1M | 732,119 | Added |
| 12 | EVERGREEN CAPITAL MANAGEMENT LLC | $59.8M | 727,713 | Trimmed |
| 13 | Fisher Asset Management, LLC | $53.7M | 654,407 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $49.4M | 602,184 | Added |
| 15 | STEPHENS INC /AR/ | $39.8M | 484,807 | Trimmed |
| 16 | Farther Finance Advisors, LLC | $38.5M | 468,870 | Added |
| 17 | M&T Bank Corp | $35.7M | 434,450 | Added |
| 18 | KEYBANK NATIONAL ASSOCIATION/OH | $35.1M | 427,389 | Added |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $33.1M | 459,741 | Added |
| 20 | Edge Wealth Management LLC | $32.3M | 393,457 | Added |
| 21 | Private Advisor Group, LLC | $30.3M | 369,227 | Trimmed |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $30.0M | 365,570 | Added |
| 23 | Mesirow Financial Investment Management, Inc. | $27.6M | 335,614 | Trimmed |
| 24 | FINANCIAL CONSULATE, INC | $27.0M | 328,601 | Added |
| 25 | AXXCESS WEALTH MANAGEMENT, LLC | $24.7M | 300,808 | Added |