| 1 | ENVESTNET ASSET MANAGEMENT INC | $64.0M | 2.6M | Added |
| 2 | OSAIC HOLDINGS, INC. | $25.5M | 1.0M | Added |
| 3 | Envestnet Portfolio Solutions, Inc. | $20.4M | 829,071 | Trimmed |
| 4 | MML INVESTORS SERVICES, LLC | $9.0M | 366,562 | Added |
| 5 | LPL Financial LLC | $3.5M | 140,898 | New |
| 6 | B. Riley Wealth Advisors, Inc. | $3.2M | 127,758 | Trimmed |
| 7 | PRINCIPAL SECURITIES, INC. | $2.6M | 104,213 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 104,038 | Added |
| 9 | CITADEL ADVISORS LLC | $2.3M | 92,192 | Trimmed |
| 10 | Janney Montgomery Scott LLC | $2.1M | 86,126 | New |
| 11 | Transamerica Financial Advisors, LLC | $1.2M | 48,943 | Added |
| 12 | Kestra Investment Management, LLC | $1.2M | 48,472 | Added |
| 13 | TRUIST FINANCIAL CORP | $1.2M | 47,119 | Trimmed |
| 14 | Essex Bank | $1.1M | 45,945 | Hold |
| 15 | JANE STREET GROUP, LLC | $907,591 | 36,849 | Trimmed |
| 16 | GOLDMAN SACHS GROUP INC | $785,328 | 31,885 | Added |
| 17 | Kestra Advisory Services, LLC | $603,090 | 24,486 | Trimmed |
| 18 | Snowden Capital Advisors LLC | $594,470 | 24,136 | Trimmed |
| 19 | PARK AVENUE SECURITIES LLC | $397,000 | 16,135 | Added |
| 20 | Farther Finance Advisors, LLC | $350,386 | 14,226 | New |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $309,845 | 12,580 | New |
| 22 | MONECO Advisors, LLC | $294,550 | 11,959 | New |
| 23 | J.W. COLE ADVISORS, INC. | $262,016 | 10,638 | New |
| 24 | Cambridge Investment Research Advisors, Inc. | $256,000 | 10,405 | Added |
| 25 | JPMORGAN CHASE & CO | $209,347 | 8,479 | New |