| 1 | ASSETMARK, INC | $874.7M | 4.4M | Added |
| 2 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $241.7M | 1.2M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $241.0M | 1.2M | Added |
| 4 | Orgel Wealth Management, LLC | $190.1M | 961,906 | Added |
| 5 | SYM FINANCIAL Corp | $112.4M | 569,031 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $81.0M | 409,752 | Added |
| 7 | McAdam, LLC | $75.6M | 382,832 | Added |
| 8 | Rodgers & Associates, LTD | $73.8M | 373,683 | Trimmed |
| 9 | TRUIST FINANCIAL CORP | $67.2M | 339,843 | Trimmed |
| 10 | Avior Wealth Management, LLC | $66.3M | 335,783 | Trimmed |
| 11 | Everhart Financial Group, Inc. | $63.2M | 319,994 | Added |
| 12 | Krilogy Financial LLC | $60.9M | 308,154 | Added |
| 13 | Berman McAleer LLC | $60.2M | 304,687 | Trimmed |
| 14 | Cambridge Investment Research Advisors, Inc. | $56.9M | 288,032 | Added |
| 15 | INSPIRION WEALTH ADVISORS, LLC | $52.0M | 262,126 | Trimmed |
| 16 | Trust Co | $51.5M | 260,508 | Trimmed |
| 17 | Kestra Advisory Services, LLC | $48.8M | 246,711 | Added |
| 18 | HUB Investment Partners, LLC | $44.1M | 223,312 | Trimmed |
| 19 | BENJAMIN EDWARDS INC | $43.5M | 219,953 | Added |
| 20 | Marotta Asset Management | $42.8M | 216,004 | Trimmed |
| 21 | KWMG, LLC | $42.4M | 214,735 | Added |
| 22 | CARY STREET PARTNERS FINANCIAL LLC | $31.7M | 184,005 | Trimmed |
| 23 | Diesslin Group, Inc. | $30.7M | 155,553 | Added |
| 24 | Avion Wealth | $30.7M | 155,392 | Trimmed |
| 25 | BHK Investment Advisors, LLC | $30.4M | 154,011 | Added |