| 1 | ASSETMARK, INC | $83.0M | 3.1M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $22.1M | 827,284 | Added |
| 3 | GenWealth Group, Inc. | $20.9M | 781,534 | Added |
| 4 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $14.9M | 556,910 | Added |
| 5 | Fortis Group Advisors, LLC | $8.0M | 297,428 | New |
| 6 | Summit Place Financial Advisors, LLC | $5.1M | 191,313 | Added |
| 7 | Encompass More Asset Management | $3.5M | 129,226 | Trimmed |
| 8 | J. Safra Sarasin Holding AG | $3.1M | 119,357 | Hold |
| 9 | Legacy Wealth Partners, LLC | $2.3M | 85,677 | Added |
| 10 | Atria Investments, Inc | $2.2M | 81,535 | Added |
| 11 | Balefire, LLC | $1.7M | 63,220 | Trimmed |
| 12 | FSA Investment Group, LLC | $1.7M | 62,589 | New |
| 13 | Gateway Wealth Partners, LLC | $1.2M | 45,816 | Added |
| 14 | Avestar Capital, LLC | $1.1M | 41,706 | Added |
| 15 | VestGen Investment Management | $1.1M | 40,138 | Added |
| 16 | Sovereign Financial Group, Inc. | $975,278 | 36,459 | Added |
| 17 | MOULTON WEALTH MANAGEMENT, INC | $971,583 | 36,273 | Added |
| 18 | WAYSTONE ADVISORS LLC | $873,890 | 32,668 | Added |
| 19 | Cambridge Investment Research Advisors, Inc. | $700,000 | 26,150 | New |
| 20 | Ascent Group, LLC | $436,533 | 16,319 | Added |
| 21 | Reyes Financial Architecture, Inc. | $344,513 | 12,879 | Trimmed |
| 22 | Synergy Asset Management, LLC | $306,609 | 11,462 | New |
| 23 | Ignite Planners, LLC | $305,967 | 11,438 | Added |
| 24 | Brookwood Investment Group LLC | $263,835 | 9,863 | Trimmed |
| 25 | Worth Asset Management, LLC | $233,688 | 8,736 | New |