| 1 | ASSETMARK, INC | $32.5M | 113,045 | Trimmed |
| 2 | TFC Financial Management, Inc. | $25.1M | 87,140 | Added |
| 3 | Systelligence, LLC | $19.5M | 67,915 | Trimmed |
| 4 | Sound Income Strategies, LLC | $15.6M | 54,217 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $12.1M | 42,219 | Trimmed |
| 6 | WestHill Financial Advisors, Inc. | $11.9M | 41,503 | Trimmed |
| 7 | Institute for Wealth Management, LLC. | $9.4M | 32,625 | Trimmed |
| 8 | LJI Wealth Management, LLC | $9.1M | 31,517 | Trimmed |
| 9 | Nvest Financial, LLC | $7.8M | 27,103 | Added |
| 10 | Fifth Third Securities, Inc. | $6.8M | 23,571 | Trimmed |
| 11 | RIVERSEDGE ADVISORS, LLC | $6.3M | 21,783 | Trimmed |
| 12 | Kestra Advisory Services, LLC | $5.8M | 20,081 | Trimmed |
| 13 | TD Waterhouse Canada Inc. | $5.5M | 19,203 | Trimmed |
| 14 | Allegheny Financial Group | $4.7M | 16,440 | Trimmed |
| 15 | IVC Wealth Advisors LLC | $4.7M | 16,314 | Trimmed |
| 16 | Vermillion Wealth Management, Inc. | $3.9M | 13,504 | Added |
| 17 | Grey Fox Wealth Advisors, LLC | $3.4M | 11,822 | Added |
| 18 | Concurrent Investment Advisors, LLC | $3.1M | 10,722 | Trimmed |
| 19 | D.A. DAVIDSON & CO. | $2.7M | 9,380 | Hold |
| 20 | OPPENHEIMER & CO INC | $2.7M | 9,278 | Added |
| 21 | TRUIST FINANCIAL CORP | $2.6M | 9,113 | Added |
| 22 | LBJ Family Wealth Advisors, Ltd. | $2.1M | 7,244 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 6,563 | Trimmed |
| 24 | Keystone Global Partners, LLC | $1.9M | 6,543 | Trimmed |
| 25 | OPPENHEIMER ASSET MANAGEMENT INC. | $1.7M | 5,981 | Trimmed |