| 1 | PRICE T ROWE ASSOCIATES INC /MD/ | $610.3M | 13.3M | Added |
| 2 | LPL Financial LLC | $297.7M | 6.5M | Added |
| 3 | Mason Investment Advisory Services, Inc. | $258.2M | 5.6M | Added |
| 4 | MORGAN STANLEY | $52.3M | 1.1M | Added |
| 5 | OneDigital Investment Advisors LLC | $25.5M | 557,359 | Trimmed |
| 6 | Private Advisor Group, LLC | $16.9M | 369,482 | Added |
| 7 | AMERIPRISE FINANCIAL INC | $14.7M | 321,872 | Added |
| 8 | Northwest Wealth Advisors, LLC | $6.7M | 147,514 | Added |
| 9 | INDEPENDENT FINANCIAL GROUP, LLC | $6.3M | 136,775 | New |
| 10 | Cetera Investment Advisers | $5.9M | 129,130 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $5.8M | 127,455 | Added |
| 12 | FLAGSHIP WEALTH ADVISORS, LLC | $5.2M | 113,526 | Added |
| 13 | OSAIC HOLDINGS, INC. | $4.6M | 101,323 | Added |
| 14 | JONES FINANCIAL COMPANIES LLLP | $3.3M | 74,707 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $3.3M | 71,265 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $3.2M | 71,008 | Trimmed |
| 17 | KWB Wealth | $3.1M | 68,743 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $2.4M | 51,507 | Trimmed |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 26,815 | New |
| 20 | GOLDMAN SACHS GROUP INC | $782,818 | 17,122 | New |
| 21 | CITADEL ADVISORS LLC | $751,317 | 16,433 | Added |
| 22 | Arkadios Wealth Advisors | $616,214 | 13,478 | Added |
| 23 | Royal Bank of Canada | $599,000 | 13,094 | New |
| 24 | Vertex Planning Partners, LLC | $527,805 | 11,544 | Added |
| 25 | JACKSON THORNTON WEALTH MANAGEMENT, LLC | $478,140 | 10,458 | Hold |