| 1 | AMERICAN CENTURY COMPANIES INC | $68.7M | 602,262 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $56.0M | 490,733 | Added |
| 3 | Bank of New York Mellon Corp | $28.2M | 247,468 | Added |
| 4 | Stratos Wealth Advisors, LLC | $7.7M | 67,897 | Added |
| 5 | ERn Financial, LLC | $7.5M | 65,572 | Added |
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $6.0M | 52,432 | Added |
| 7 | CREATIVE FINANCIAL DESIGNS INC /ADV | $5.9M | 51,821 | Trimmed |
| 8 | Sunpointe, LLC | $5.6M | 49,334 | Hold |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $4.5M | 39,792 | Added |
| 10 | Farther Finance Advisors, LLC | $4.4M | 38,261 | Added |
| 11 | Networth Advisors, LLC | $4.4M | 38,310 | Added |
| 12 | IFP Advisors, Inc | $3.4M | 29,742 | Trimmed |
| 13 | Slagle Financial, LLC | $3.2M | 27,815 | Trimmed |
| 14 | TRUIST FINANCIAL CORP | $3.0M | 26,699 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $3.0M | 26,474 | Trimmed |
| 16 | AE Wealth Management LLC | $2.7M | 23,769 | Added |
| 17 | STIFEL FINANCIAL CORP | $2.6M | 22,668 | Trimmed |
| 18 | HighTower Advisors, LLC | $1.8M | 15,754 | Added |
| 19 | Koenig Investment Advisory, LLC | $1.8M | 15,572 | Added |
| 20 | LPL Financial LLC | $1.7M | 15,338 | Trimmed |
| 21 | Prosperity Financial Group, Inc. | $1.5M | 13,222 | Trimmed |
| 22 | Dominguez Wealth Management Solutions, Inc. | $1.4M | 12,184 | Trimmed |
| 23 | Cetera Investment Advisers | $790,367 | 6,930 | Added |
| 24 | BANK OF AMERICA CORP /DE/ | $743,720 | 6,521 | Trimmed |
| 25 | Strategies Wealth Advisors, LLC | $709,620 | 6,222 | Hold |