| 1 | SEI INVESTMENTS CO | $91.3M | 2.8M | Added |
| 2 | Diversified Enterprises, LLC | $51.7M | 1.6M | Trimmed |
| 3 | Chatterton & Associates Inc. | $3.0M | 89,803 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 76,622 | Trimmed |
| 5 | TRUIST FINANCIAL CORP | $2.2M | 67,636 | Trimmed |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.5M | 44,287 | Added |
| 7 | Geneos Wealth Management Inc. | $1.5M | 45,000 | Added |
| 8 | Beacon Pointe Advisors, LLC | $1.1M | 32,385 | Added |
| 9 | SUMMIT WEALTH GROUP LLC / CO | $1.0M | 31,242 | Added |
| 10 | K2 Financial Inc. | $752,107 | 22,736 | Added |
| 11 | NewEdge Advisors, LLC | $606,639 | 18,563 | Added |
| 12 | Merit Financial Group, LLC | $578,273 | 17,695 | Added |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $484,873 | 14,837 | Added |
| 14 | LPL Financial LLC | $456,572 | 13,971 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $305,216 | 9,338 | Trimmed |
| 16 | Stewardship Advisors, LLC | $286,309 | 8,761 | Trimmed |
| 17 | PRINCIPAL SECURITIES, INC. | $275,166 | 8,420 | Added |
| 18 | Meriwether Wealth & Planning, LLC | $264,708 | 8,100 | Hold |
| 19 | Cambridge Investment Research Advisors, Inc. | $243,000 | 7,438 | Added |
| 20 | PETRA FINANCIAL ADVISORS INC | $228,041 | 6,978 | New |
| 21 | Cetera Investment Advisers | $220,263 | 6,740 | Trimmed |
| 22 | Foundry Financial Group, Inc. | $200,982 | 6,150 | New |
| 23 | Global Retirement Partners, LLC | $153,857 | 4,708 | Added |
| 24 | IMA Advisory Services, Inc. | $111,464 | 3,411 | New |
| 25 | Cape Investment Advisory, Inc. | $44,510 | 1,362 | New |