| 1 | NEOS Investment Management LLC | $108.2M | 2.7M | Added |
| 2 | Wellspring Financial Advisors, LLC | $88.1M | 2.2M | Added |
| 3 | LPL Financial LLC | $45.5M | 1.2M | Trimmed |
| 4 | Heirloom Wealth Management | $39.8M | 1.0M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $32.7M | 826,242 | Trimmed |
| 6 | OSAIC HOLDINGS, INC. | $32.6M | 823,586 | Added |
| 7 | Proficio Capital Partners LLC | $30.1M | 759,580 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $21.0M | 529,496 | Added |
| 9 | EXCHANGE TRADED CONCEPTS, LLC | $20.9M | 529,428 | Trimmed |
| 10 | Mirae Asset Global Investments Co., Ltd. | $20.2M | 511,600 | Trimmed |
| 11 | STIFEL FINANCIAL CORP | $16.3M | 412,635 | Trimmed |
| 12 | Royal Bank of Canada | $15.6M | 393,243 | Trimmed |
| 13 | AUGUSTINE ASSET MANAGEMENT INC | $15.0M | 380,296 | Trimmed |
| 14 | Sonoma Allocations LLC | $12.4M | 308,858 | Trimmed |
| 15 | COLTON GROOME FINANCIAL ADVISORS, LLC | $12.3M | 310,579 | Added |
| 16 | Kestra Advisory Services, LLC | $11.2M | 282,294 | Trimmed |
| 17 | ALERUS FINANCIAL NA | $11.1M | 281,513 | Trimmed |
| 18 | CLG LLC | $10.9M | 276,529 | Added |
| 19 | Cetera Investment Advisers | $10.9M | 274,731 | Trimmed |
| 20 | China Universal Asset Management Co., Ltd. | $9.6M | 242,000 | Hold |
| 21 | GoalVest Advisory LLC | $8.8M | 221,219 | Added |
| 22 | AMERICAN NATIONAL BANK & TRUST | $8.7M | 220,351 | Added |
| 23 | JPMORGAN CHASE & CO | $8.3M | 210,759 | Added |
| 24 | ELEVATION POINT WEALTH PARTNERS, LLC | $8.3M | 208,601 | New |
| 25 | Vestmark Advisory Solutions, Inc. | $8.2M | 208,281 | New |