| 1 | ENVESTNET ASSET MANAGEMENT INC | $134.5M | 2.9M | Added |
| 2 | Fisher Asset Management, LLC | $106.5M | 2.3M | Trimmed |
| 3 | ASSETMARK, INC | $31.2M | 680,591 | Trimmed |
| 4 | TRUIST FINANCIAL CORP | $23.6M | 514,739 | Added |
| 5 | PARK AVENUE SECURITIES LLC | $22.9M | 499,621 | New |
| 6 | Cambridge Investment Research Advisors, Inc. | $22.5M | 490,464 | Added |
| 7 | Wealthcare Advisory Partners LLC | $22.3M | 487,611 | Trimmed |
| 8 | Foster Group, Inc. | $21.4M | 468,265 | Trimmed |
| 9 | Revolve Wealth Partners, LLC | $20.6M | 449,303 | Added |
| 10 | TD PRIVATE CLIENT WEALTH LLC | $16.0M | 350,211 | Added |
| 11 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $12.5M | 271,971 | Added |
| 12 | Avidian Wealth Enterprises, LLC | $9.5M | 206,923 | Added |
| 13 | WEALTHCARE CAPITAL MANAGEMENT LLC | $7.8M | 170,695 | Trimmed |
| 14 | Crestwood Advisors Group, LLC | $7.1M | 154,646 | Trimmed |
| 15 | TruNorth Capital Management, LLC | $7.1M | 154,027 | Added |
| 16 | JFS WEALTH ADVISORS, LLC | $7.0M | 153,591 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 139,786 | Added |
| 18 | Cullen/Frost Bankers, Inc. | $5.7M | 124,708 | Added |
| 19 | MATHER GROUP, LLC. | $5.3M | 116,324 | Trimmed |
| 20 | Savvy Advisors, Inc. | $5.2M | 114,540 | Added |
| 21 | COLLECTIVE FAMILY OFFICE LLC | $5.2M | 112,560 | Trimmed |
| 22 | Capital Investment Management, Inc. | $5.0M | 109,860 | Added |
| 23 | Ascent Group, LLC | $4.3M | 94,240 | Added |
| 24 | ASHTON THOMAS SECURITIES, LLC | $4.2M | 91,788 | Added |
| 25 | CX Institutional | $4.0M | 87,482 | Added |