| 1 | ENVESTNET ASSET MANAGEMENT INC | $57.9M | 1.6M | Added |
| 2 | LPL Financial LLC | $28.7M | 770,898 | Added |
| 3 | Cetera Investment Advisers | $21.3M | 571,071 | Added |
| 4 | Baird Financial Group, Inc. | $5.8M | 155,576 | Added |
| 5 | BENJAMIN EDWARDS INC | $1.3M | 35,825 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $1.2M | 30,905 | Trimmed |
| 7 | JANE STREET GROUP, LLC | $1.1M | 30,043 | Added |
| 8 | CITADEL ADVISORS LLC | $1.0M | 26,942 | Trimmed |
| 9 | Bank of New York Mellon Corp | $829,398 | 22,267 | Added |
| 10 | Sanctuary Advisors, LLC | $484,743 | 13,014 | Added |
| 11 | SigFig Wealth Management, LLC | $469,114 | 12,822 | Trimmed |
| 12 | PRINCIPAL SECURITIES, INC. | $468,733 | 12,584 | Trimmed |
| 13 | Envestnet Portfolio Solutions, Inc. | $428,610 | 11,507 | Added |
| 14 | AlphaStar Capital Management, LLC | $381,939 | 10,254 | Trimmed |
| 15 | VestGen Advisors, LLC | $362,943 | 9,744 | Trimmed |
| 16 | VestGen Investment Management | $294,779 | 7,914 | Trimmed |
| 17 | MML INVESTORS SERVICES, LLC | $227,462 | 6,107 | Trimmed |
| 18 | US BANCORP \DE\ | $63,210 | 1,697 | Added |
| 19 | HARBOUR INVESTMENTS, INC. | $56,915 | 1,528 | Trimmed |
| 20 | UBS Group AG | $28,793 | 773 | Added |
| 21 | OSAIC HOLDINGS, INC. | $27,825 | 747 | New |
| 22 | Rossby Financial, LCC | $18,289 | 491 | Trimmed |
| 23 | Integrated Wealth Concepts LLC | $16,053 | 431 | New |
| 24 | IFP Advisors, Inc | $10,765 | 289 | Hold |
| 25 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $1,676 | 45 | Hold |