| 1 | ASSETMARK, INC | $588.2M | 1.6M | Trimmed |
| 2 | MATHER GROUP, LLC. | $237.1M | 648,466 | Added |
| 3 | Cohen Klingenstein LLC | $234.4M | 641,022 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $224.1M | 612,769 | Trimmed |
| 5 | CHOREO, LLC | $195.8M | 535,483 | Added |
| 6 | St. Louis Trust Co | $81.6M | 3,648 | Hold |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $70.6M | 193,066 | Trimmed |
| 8 | Howard Capital Management Inc. | $67.0M | 183,200 | Hold |
| 9 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $54.5M | 149,149 | Trimmed |
| 10 | STEPHENS INC /AR/ | $51.4M | 140,559 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $51.2M | 140,024 | Added |
| 12 | Rodgers & Associates, LTD | $50.3M | 137,533 | Trimmed |
| 13 | Summit Financial Strategies, Inc. | $49.6M | 135,738 | Trimmed |
| 14 | One Day In July LLC | $48.1M | 131,643 | Added |
| 15 | American Financial Advisors, LLC | $41.8M | 114,217 | Trimmed |
| 16 | Waldron Private Wealth LLC | $37.3M | 102,047 | Trimmed |
| 17 | Brickley Wealth Management | $37.1M | 101,567 | Added |
| 18 | Aaron Wealth Advisors LLC | $35.5M | 96,959 | Trimmed |
| 19 | Kestra Advisory Services, LLC | $34.5M | 94,262 | Trimmed |
| 20 | BHK Investment Advisors, LLC | $31.5M | 86,081 | Trimmed |
| 21 | Avior Wealth Management, LLC | $30.8M | 84,243 | Trimmed |
| 22 | Whitaker-Myers Wealth Managers, LTD. | $28.6M | 78,324 | Added |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $27.6M | 77,969 | Added |
| 24 | Merit Financial Group, LLC | $26.5M | 72,415 | Trimmed |
| 25 | TRUIST FINANCIAL CORP | $25.8M | 70,499 | Trimmed |