| 1 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $85.8M | 1.5M | Added |
| 2 | SHARIAPORTFOLIO, INC. | $44.1M | 766,881 | Added |
| 3 | SCHRODER INVESTMENT MANAGEMENT GROUP | $30.1M | 530,000 | Added |
| 4 | Strengthening Families & Communities, LLC | $15.2M | 264,321 | Trimmed |
| 5 | Farther Finance Advisors, LLC | $7.2M | 125,102 | Added |
| 6 | Tidal Investments LLC | $6.2M | 107,504 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $5.9M | 103,023 | Trimmed |
| 8 | Advocacy Wealth Management, LLC | $5.4M | 94,221 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $4.9M | 85,719 | Added |
| 10 | CHILDRESS CAPITAL ADVISORS, LLC | $4.3M | 74,671 | Hold |
| 11 | Botty Investors LLC | $4.3M | 73,996 | Added |
| 12 | LPL Financial LLC | $4.1M | 70,627 | Added |
| 13 | Cresset Asset Management, LLC | $3.5M | 60,357 | Trimmed |
| 14 | MISSION WEALTH MANAGEMENT, LP | $3.3M | 58,119 | Added |
| 15 | Focus Partners Wealth | $3.3M | 57,653 | Hold |
| 16 | Abacus Wealth Partners, LLC | $3.3M | 57,313 | Hold |
| 17 | RFG Advisory, LLC | $2.7M | 46,304 | Added |
| 18 | Royal Bank of Canada | $2.4M | 41,486 | Trimmed |
| 19 | Sequoia Financial Advisors, LLC | $2.3M | 40,357 | Hold |
| 20 | D. E. Shaw & Co., Inc. | $2.2M | 38,629 | New |
| 21 | TRUIST FINANCIAL CORP | $2.2M | 38,471 | Added |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 38,242 | Added |
| 23 | Compagnie Lombard Odier SCmA | $2.0M | 35,206 | Added |
| 24 | SageOak Financial, LLC | $2.0M | 34,529 | Trimmed |
| 25 | PNC Financial Services Group, Inc. | $1.9M | 32,516 | Added |