| 1 | ASSETMARK, INC | $36.3M | 809,097 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $33.0M | 734,688 | Added |
| 3 | Sound Income Strategies, LLC | $15.2M | 337,656 | Added |
| 4 | DORVAL Corp | $14.7M | 326,139 | Added |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M | 63,479 | New |
| 6 | Encompass More Asset Management | $1.9M | 42,470 | Added |
| 7 | Cambridge Investment Research Advisors, Inc. | $1.3M | 29,000 | Trimmed |
| 8 | Kestra Advisory Services, LLC | $1.2M | 27,636 | New |
| 9 | TRUIST FINANCIAL CORP | $1.2M | 26,797 | Added |
| 10 | CGN Advisors LLC | $812,109 | 18,079 | Added |
| 11 | Independent Wealth Network Inc. | $662,795 | 14,755 | Trimmed |
| 12 | INVESTED ADVISORS | $658,303 | 14,655 | Added |
| 13 | Alteri Wealth LLC | $652,702 | 14,530 | Added |
| 14 | North Forty Two & Co. | $389,681 | 8,675 | New |
| 15 | Bright Futures Wealth Management, LLC. | $291,576 | 6,491 | Added |
| 16 | CREATIVE FINANCIAL DESIGNS INC /ADV | $235,021 | 5,232 | New |
| 17 | Rossby Financial, LCC | $94,691 | 2,108 | Added |
| 18 | Farther Finance Advisors, LLC | $63,581 | 1,415 | Trimmed |
| 19 | Capital Investment Advisory Services, LLC | $54,668 | 1,217 | Trimmed |
| 20 | HARBOR INVESTMENT ADVISORY, LLC | $23,224 | 517 | Hold |
| 21 | Key Capital Management, INC | $15,003 | 334 | Trimmed |
| 22 | AE Wealth Management LLC | $8,625 | 192 | Added |
| 23 | Meramec Financial Planners, LLC | $5,066 | 114 | New |
| 24 | Cape Investment Advisory, Inc. | $2,066 | 46 | New |
| 25 | Hilton Head Capital Partners, LLC | $1,123 | 25 | Hold |