| 1 | ENVESTNET ASSET MANAGEMENT INC | $181.2M | 5.6M | Added |
| 2 | LPL Financial LLC | $90.3M | 2.8M | Added |
| 3 | Cetera Investment Advisers | $79.2M | 2.4M | Added |
| 4 | Baird Financial Group, Inc. | $19.0M | 585,358 | Added |
| 5 | TRUIST FINANCIAL CORP | $4.0M | 121,894 | Added |
| 6 | JANE STREET GROUP, LLC | $3.8M | 117,518 | Added |
| 7 | BENJAMIN EDWARDS INC | $3.7M | 113,758 | Trimmed |
| 8 | Bank of New York Mellon Corp | $2.4M | 74,582 | Added |
| 9 | CITADEL ADVISORS LLC | $1.6M | 49,081 | Added |
| 10 | Sanctuary Advisors, LLC | $1.5M | 45,508 | Added |
| 11 | SigFig Wealth Management, LLC | $1.5M | 45,583 | Trimmed |
| 12 | PRINCIPAL SECURITIES, INC. | $1.4M | 41,831 | Trimmed |
| 13 | Envestnet Portfolio Solutions, Inc. | $1.2M | 37,575 | Added |
| 14 | AlphaStar Capital Management, LLC | $1.2M | 37,026 | Trimmed |
| 15 | VestGen Advisors, LLC | $1.1M | 32,630 | Trimmed |
| 16 | VestGen Investment Management | $880,654 | 27,061 | Trimmed |
| 17 | MML INVESTORS SERVICES, LLC | $685,083 | 21,051 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $476,980 | 14,657 | Trimmed |
| 19 | GOLDMAN SACHS GROUP INC | $425,829 | 13,085 | Hold |
| 20 | NewEdge Wealth, LLC | $403,081 | 12,386 | Trimmed |
| 21 | Concorde Asset Management, LLC | $363,216 | 11,161 | New |
| 22 | World Investment Advisors | $304,649 | 9,390 | Added |
| 23 | US BANCORP \DE\ | $252,048 | 7,745 | Added |
| 24 | Ausdal Financial Partners, Inc. | $247,590 | 7,608 | Trimmed |
| 25 | LOCKERMAN FINANCIAL GROUP, INC. | $232,212 | 7,135 | Hold |