| 1 | ASSETMARK, INC | $83.0M | 3.1M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $22.1M | 827,284 | Added |
| 3 | GenWealth Group, Inc. | $20.9M | 781,534 | Added |
| 4 | MORGAN STANLEY | $20.1M | 750,805 | Added |
| 5 | Ausdal Financial Partners, Inc. | $15.1M | 565,839 | Added |
| 6 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $14.9M | 556,910 | Added |
| 7 | Advyzon Investment Management, LLC | $14.8M | 553,489 | Added |
| 8 | LPL Financial LLC | $9.5M | 353,695 | Added |
| 9 | Ameritas Advisory Services, LLC | $8.7M | 326,163 | Added |
| 10 | Beacon Capital Management, Inc. | $8.1M | 302,785 | New |
| 11 | Fortis Group Advisors, LLC | $8.0M | 297,428 | New |
| 12 | Summit Place Financial Advisors, LLC | $5.1M | 191,313 | Added |
| 13 | Wealth High Governance Asset Management Ltda. | $5.0M | 186,800 | New |
| 14 | Maridea Wealth Management LLC | $4.6M | 170,411 | Added |
| 15 | HighTower Advisors, LLC | $4.5M | 169,260 | Trimmed |
| 16 | Cetera Investment Advisers | $4.1M | 153,319 | Added |
| 17 | Encompass More Asset Management | $3.5M | 129,226 | Trimmed |
| 18 | J. Safra Sarasin Holding AG | $3.1M | 119,357 | Hold |
| 19 | Capital Advisor Network LLC | $2.6M | 95,721 | Added |
| 20 | OSAIC HOLDINGS, INC. | $2.5M | 94,812 | Trimmed |
| 21 | Legacy Wealth Partners, LLC | $2.3M | 85,677 | Added |
| 22 | CITADEL ADVISORS LLC | $2.3M | 84,857 | Trimmed |
| 23 | Atria Investments, Inc | $2.2M | 81,535 | Added |
| 24 | COWA, LLC | $2.1M | 77,741 | Added |
| 25 | Camarda Financial Advisors, LLC | $2.1M | 76,782 | New |