| 1 | RAYMOND JAMES FINANCIAL INC | $42.8M | 2.1M | Added |
| 2 | Invesco Ltd. | $19.3M | 941,439 | Added |
| 3 | COOKSON PEIRCE & CO INC | $11.1M | 542,689 | Added |
| 4 | LPL Financial LLC | $10.4M | 506,383 | Added |
| 5 | Carolina Wealth Advisors, LLC | $6.0M | 292,847 | Added |
| 6 | GILL CAPITAL PARTNERS, LLC | $5.0M | 244,837 | Added |
| 7 | JONES FINANCIAL COMPANIES LLLP | $4.5M | 221,385 | Added |
| 8 | Clark Asset Management, LLC | $4.3M | 211,938 | Added |
| 9 | STEPHENS INC /AR/ | $3.9M | 189,835 | Added |
| 10 | OSAIC HOLDINGS, INC. | $3.6M | 177,600 | Added |
| 11 | Carroll Advisory Group, LLC | $3.3M | 160,756 | Added |
| 12 | Equitable Holdings, Inc. | $3.3M | 160,610 | Added |
| 13 | MORGAN STANLEY | $3.2M | 155,274 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $3.0M | 145,565 | Added |
| 15 | Savvy Advisors, Inc. | $2.8M | 136,922 | New |
| 16 | BCS Wealth Management | $2.8M | 134,922 | Added |
| 17 | Royal Bank of Canada | $2.7M | 133,501 | Added |
| 18 | CITADEL ADVISORS LLC | $2.7M | 132,956 | Trimmed |
| 19 | LeClair Wealth Partners LLC | $2.5M | 120,082 | New |
| 20 | Cetera Investment Advisers | $2.3M | 114,293 | Added |
| 21 | Infinity Wealth Counsel, LLC | $1.9M | 93,610 | Added |
| 22 | Ellevest, Inc. | $1.9M | 93,307 | Added |
| 23 | BANK OF AMERICA CORP /DE/ | $1.8M | 86,770 | Added |
| 24 | Cambridge Investment Research Advisors, Inc. | $1.7M | 81,911 | New |
| 25 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 77,986 | Trimmed |