| 1 | ASSETMARK, INC | $562.6M | 13.3M | Added |
| 2 | Japan Science & Technology Agency | $188.7M | 4.5M | Hold |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $81.3M | 1.9M | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $67.7M | 1.6M | Trimmed |
| 5 | ARCH CAPITAL GROUP LTD. | $64.9M | 1.5M | Hold |
| 6 | Sound Income Strategies, LLC | $43.2M | 1.0M | Added |
| 7 | Ninety One UK Ltd | $24.6M | 579,677 | Hold |
| 8 | Baker Avenue Asset Management, LP | $24.3M | 574,072 | Added |
| 9 | High Probability Advisors, LLC | $24.1M | 568,588 | Added |
| 10 | PARK AVENUE SECURITIES LLC | $21.7M | 512,389 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $20.8M | 489,798 | Added |
| 12 | Matthew Goff Investment Advisor, LLC | $20.5M | 482,367 | New |
| 13 | ATWOOD & PALMER INC | $19.8M | 465,716 | Added |
| 14 | BlueSky Wealth Advisors, LLC | $19.2M | 453,800 | Added |
| 15 | MGO ONE SEVEN LLC | $16.2M | 382,042 | Added |
| 16 | Ascent Group, LLC | $14.3M | 337,135 | Added |
| 17 | Belpointe Asset Management LLC | $14.3M | 337,014 | Added |
| 18 | TRUIST FINANCIAL CORP | $13.4M | 316,580 | Added |
| 19 | FORONJY FINANCIAL LLC | $12.8M | 302,880 | Added |
| 20 | Kestra Advisory Services, LLC | $12.6M | 297,786 | Added |
| 21 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $12.1M | 285,175 | Trimmed |
| 22 | S&A Financial Services, Inc. | $11.9M | 280,282 | New |
| 23 | Peak Financial Management, Inc. | $11.5M | 271,489 | Added |
| 24 | Freestate Advisors LLC | $11.2M | 265,076 | Added |
| 25 | Waterloo Capital, L.P. | $10.8M | 253,825 | Added |