| 1 | ENVESTNET ASSET MANAGEMENT INC | $79.9M | 2.5M | Added |
| 2 | LPL Financial LLC | $38.7M | 1.2M | Added |
| 3 | Cetera Investment Advisers | $29.3M | 919,543 | Added |
| 4 | Baird Financial Group, Inc. | $7.9M | 249,210 | Added |
| 5 | BENJAMIN EDWARDS INC | $1.8M | 57,218 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $1.5M | 47,080 | Added |
| 7 | Bank of New York Mellon Corp | $1.2M | 38,923 | Added |
| 8 | Sanctuary Advisors, LLC | $758,527 | 23,797 | Added |
| 9 | PRINCIPAL SECURITIES, INC. | $663,317 | 20,810 | Trimmed |
| 10 | SigFig Wealth Management, LLC | $645,871 | 20,341 | Trimmed |
| 11 | Envestnet Portfolio Solutions, Inc. | $599,248 | 18,800 | Added |
| 12 | AlphaStar Capital Management, LLC | $507,034 | 15,907 | Added |
| 13 | VestGen Advisors, LLC | $482,745 | 15,145 | Trimmed |
| 14 | VestGen Investment Management | $383,614 | 12,035 | Trimmed |
| 15 | MML INVESTORS SERVICES, LLC | $307,480 | 9,646 | Trimmed |
| 16 | HARBOUR INVESTMENTS, INC. | $74,364 | 2,333 | Trimmed |
| 17 | US BANCORP \DE\ | $70,825 | 2,222 | Added |
| 18 | OSAIC HOLDINGS, INC. | $45,318 | 1,422 | Added |
| 19 | Rossby Financial, LCC | $28,751 | 902 | Trimmed |
| 20 | Integrated Wealth Concepts LLC | $23,875 | 749 | New |
| 21 | IFP Advisors, Inc | $15,077 | 473 | Hold |
| 22 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $2,423 | 76 | Hold |
| 23 | Steward Partners Investment Advisory, LLC | $1,976 | 62 | New |
| 24 | UBS Group AG | $1,849 | 58 | New |
| 25 | CITADEL ADVISORS LLC | $0 | 0 | Exited |