| 1 | ASSETMARK, INC | $658.7M | 2.2M | Added |
| 2 | Truepoint, Inc. | $334.9M | 1.1M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $222.9M | 727,903 | Added |
| 4 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $204.1M | 666,327 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $84.3M | 275,076 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $78.6M | 256,751 | Trimmed |
| 7 | McAdam, LLC | $72.2M | 235,745 | Added |
| 8 | Avior Wealth Management, LLC | $70.2M | 229,387 | Trimmed |
| 9 | Orgel Wealth Management, LLC | $66.3M | 216,318 | Trimmed |
| 10 | Everhart Financial Group, Inc. | $66.2M | 216,074 | Added |
| 11 | Farther Finance Advisors, LLC | $52.2M | 170,376 | Added |
| 12 | Kestra Advisory Services, LLC | $49.7M | 162,247 | Added |
| 13 | Cambridge Investment Research Advisors, Inc. | $49.1M | 160,404 | Added |
| 14 | Trust Co | $48.5M | 158,490 | Trimmed |
| 15 | KWMG, LLC | $45.5M | 148,488 | Added |
| 16 | BENJAMIN EDWARDS INC | $41.4M | 135,119 | Added |
| 17 | CARY STREET PARTNERS FINANCIAL LLC | $38.9M | 126,973 | Added |
| 18 | Rodgers & Associates, LTD | $32.5M | 106,123 | Trimmed |
| 19 | PRESILIUM PRIVATE WEALTH, LLC | $32.0M | 104,624 | Added |
| 20 | BHK Investment Advisors, LLC | $30.3M | 98,916 | Added |
| 21 | BRYN MAWR TRUST Co | $29.3M | 95,528 | Trimmed |
| 22 | WoodTrust Financial Corp | $28.3M | 92,394 | Trimmed |
| 23 | Associated Banc-Corp | $28.0M | 91,552 | Trimmed |
| 24 | Black Diamond Financial, LLC | $27.7M | 90,277 | Added |
| 25 | Bryn Mawr Trust Advisors, LLC | $26.6M | 86,799 | Trimmed |