| 1 | LPL Financial LLC | $753.6M | 8.3M | Trimmed |
| 2 | ASSETMARK, INC | $500.1M | 5.5M | Added |
| 3 | Creative Planning | $385.4M | 4.2M | Added |
| 4 | Valmark Advisers, Inc. | $268.9M | 3.0M | Added |
| 5 | Tidal Investments LLC | $266.8M | 2.9M | Added |
| 6 | Private Advisor Group, LLC | $238.8M | 2.6M | Trimmed |
| 7 | Wealthcare Advisory Partners LLC | $227.7M | 2.5M | Trimmed |
| 8 | Professional Financial Advisors, LLC | $203.7M | 2.2M | Added |
| 9 | Hughes Financial Services, LLC | $157.1M | 1.7M | Added |
| 10 | MORGAN STANLEY | $142.4M | 1.6M | Added |
| 11 | OSAIC HOLDINGS, INC. | $139.9M | 1.5M | Added |
| 12 | AMERIPRISE FINANCIAL INC | $135.9M | 1.5M | Added |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $131.1M | 1.4M | Added |
| 14 | Syntegra Private Wealth Group, LLC | $123.5M | 1.4M | Trimmed |
| 15 | Keener Financial Planning LLC | $103.8M | 1.1M | Added |
| 16 | Modern Wealth Management, LLC | $102.5M | 1.1M | Trimmed |
| 17 | Allworth Financial LP | $95.1M | 1.0M | Trimmed |
| 18 | WELLS FARGO & COMPANY/MN | $93.6M | 1.0M | Added |
| 19 | ARS Wealth Advisors Group, LLC | $92.5M | 1.0M | Trimmed |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $90.7M | 999,405 | Trimmed |
| 21 | BANK OF AMERICA CORP /DE/ | $82.9M | 913,019 | Trimmed |
| 22 | Rockbridge Investment Management, LCC | $82.1M | 904,261 | Trimmed |
| 23 | Blueprint Investment Partners LLC | $79.8M | 879,321 | Added |
| 24 | VOISARD ASSET MANAGEMENT GROUP, INC. | $78.9M | 868,980 | Added |
| 25 | Wealthquest Corp | $78.7M | 866,474 | Trimmed |