| 1 | ASSETMARK, INC | $78.7M | 3.1M | Added |
| 2 | Fiduciary Planning LLC | $25.1M | 1.0M | Added |
| 3 | Harfst & Associates, Inc. | $22.6M | 902,765 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $17.0M | 677,390 | Added |
| 5 | Cherry Creek Investment Advisors, Inc. | $15.8M | 628,797 | Trimmed |
| 6 | Wealthcare Advisory Partners LLC | $13.4M | 536,030 | Added |
| 7 | Cerro Pacific Wealth Advisors LLC | $11.9M | 473,030 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $11.9M | 473,020 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $10.0M | 400,682 | Added |
| 10 | PARSONS CAPITAL MANAGEMENT INC/RI | $9.9M | 396,473 | Trimmed |
| 11 | Vectors Research Management, LLC | $8.8M | 350,539 | Added |
| 12 | Auour Investments LLC | $8.2M | 328,793 | Added |
| 13 | Kestra Advisory Services, LLC | $7.3M | 292,513 | Added |
| 14 | COURIER CAPITAL LLC | $6.7M | 268,607 | Trimmed |
| 15 | Beaumont Financial Advisors, LLC | $6.7M | 266,688 | Added |
| 16 | TRUIST FINANCIAL CORP | $6.3M | 251,012 | Added |
| 17 | IFP Advisors, Inc | $6.1M | 241,832 | Added |
| 18 | Concurrent Investment Advisors, LLC | $5.8M | 229,701 | Trimmed |
| 19 | KMG FIDUCIARY PARTNERS, LLC | $5.3M | 210,244 | Trimmed |
| 20 | Mayflower Financial Advisors, LLC | $5.2M | 207,550 | Added |
| 21 | Thayer Financial, L.L.C. | $4.8M | 191,503 | Added |
| 22 | Private Advisor Group, LLC | $4.7M | 187,210 | Added |
| 23 | Wagner Wealth Management, LLC | $4.5M | 179,396 | Trimmed |
| 24 | JAMES INVESTMENT RESEARCH, INC. | $4.5M | 179,378 | Trimmed |
| 25 | Kovack Advisors, Inc. | $4.2M | 165,935 | Added |