| 1 | AMERICAN CENTURY COMPANIES INC | $94.4M | 709,475 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $65.6M | 492,734 | Added |
| 3 | Bank of New York Mellon Corp | $37.6M | 282,226 | Added |
| 4 | ERn Financial, LLC | $9.5M | 71,005 | Added |
| 5 | Stratos Wealth Advisors, LLC | $9.1M | 68,166 | Added |
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7.2M | 53,767 | Added |
| 7 | Sunpointe, LLC | $6.6M | 49,334 | Hold |
| 8 | CREATIVE FINANCIAL DESIGNS INC /ADV | $6.6M | 49,223 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $6.5M | 48,959 | Added |
| 10 | Networth Advisors, LLC | $5.2M | 39,204 | Added |
| 11 | Farther Finance Advisors, LLC | $5.1M | 38,666 | Added |
| 12 | Slagle Financial, LLC | $4.8M | 36,280 | Added |
| 13 | IFP Advisors, Inc | $4.3M | 32,678 | Added |
| 14 | AE Wealth Management LLC | $3.8M | 28,205 | Added |
| 15 | TRUIST FINANCIAL CORP | $3.4M | 25,389 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $3.3M | 24,891 | Trimmed |
| 17 | Prosperity Financial Group, Inc. | $3.2M | 23,938 | Added |
| 18 | OSAIC HOLDINGS, INC. | $3.0M | 22,914 | Added |
| 19 | STIFEL FINANCIAL CORP | $3.0M | 22,183 | Trimmed |
| 20 | TWO SIGMA INVESTMENTS, LP | $2.6M | 19,200 | New |
| 21 | LPL Financial LLC | $2.1M | 15,998 | Added |
| 22 | HighTower Advisors, LLC | $2.1M | 15,628 | Trimmed |
| 23 | Koenig Investment Advisory, LLC | $2.1M | 15,540 | Trimmed |
| 24 | Dominguez Wealth Management Solutions, Inc. | $1.6M | 11,692 | Trimmed |
| 25 | Kingsview Wealth Management, LLC | $1.5M | 11,428 | Added |