| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $854.8M | 8.0M | Added |
| 2 | VICTORY CAPITAL MANAGEMENT INC | $163.2M | 1.5M | Hold |
| 3 | Cerity Partners LLC | $149.8M | 1.4M | Trimmed |
| 4 | Blue Water Asset Management | $21.2M | 193,408 | Added |
| 5 | Systelligence, LLC | $18.9M | 172,282 | Added |
| 6 | Vise Technologies, Inc. | $12.5M | 113,671 | Added |
| 7 | NorthCrest Asset Manangement, LLC | $9.8M | 90,648 | Added |
| 8 | Anderson Financial Strategies, LLC | $9.0M | 81,804 | Trimmed |
| 9 | Family Capital Trust Co | $8.2M | 74,635 | Added |
| 10 | Wealth Enhancement Trust Services, Inc. | $7.4M | 67,123 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $6.6M | 60,497 | Added |
| 12 | LPL Financial LLC | $6.1M | 55,501 | Added |
| 13 | Retirement Planning Group, LLC | $5.9M | 53,505 | Trimmed |
| 14 | TRUIST FINANCIAL CORP | $5.4M | 48,888 | Trimmed |
| 15 | TWO SIGMA INVESTMENTS, LP | $5.0M | 45,400 | Trimmed |
| 16 | Evergreen Wealth Solutions, LLC | $3.6M | 32,349 | New |
| 17 | LexAurum Advisors, LLC | $3.6M | 32,575 | Added |
| 18 | Cetera Investment Advisers | $3.1M | 28,375 | Added |
| 19 | Trilogy Capital Inc. | $2.9M | 26,523 | Trimmed |
| 20 | CITADEL ADVISORS LLC | $2.5M | 22,661 | New |
| 21 | BANK OF AMERICA CORP /DE/ | $2.3M | 21,128 | Trimmed |
| 22 | CARY STREET PARTNERS FINANCIAL LLC | $2.1M | 18,832 | New |
| 23 | US BANCORP \DE\ | $2.0M | 17,761 | Added |
| 24 | Beacon Financial Advisory LLC | $1.9M | 17,006 | Added |
| 25 | Steward Partners Investment Advisory, LLC | $1.8M | 16,024 | Trimmed |