| 1 | FMR LLC | $9.08B | 207.1M | Added |
| 2 | Cetera Investment Advisers | $16.9M | 385,166 | Added |
| 3 | Global Wealth Strategies & Associates | $8.3M | 188,729 | New |
| 4 | JANE STREET GROUP, LLC | $8.0M | 182,704 | Added |
| 5 | Evergreen Wealth Solutions, LLC | $6.4M | 145,434 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $3.9M | 87,924 | Added |
| 7 | JPMORGAN CHASE & CO | $3.5M | 80,761 | Added |
| 8 | Kestra Advisory Services, LLC | $2.9M | 66,207 | New |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 41,284 | Trimmed |
| 10 | &PARTNERS | $1.4M | 33,275 | Added |
| 11 | RCS Financial Planning, LLC | $1.2M | 27,082 | New |
| 12 | GOLDMAN SACHS GROUP INC | $1.2M | 26,863 | New |
| 13 | LPL Financial LLC | $898,852 | 20,503 | Trimmed |
| 14 | Granite Harbor Advisors, Inc. | $659,924 | 15,053 | Hold |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | $549,907 | 12,544 | Trimmed |
| 16 | Creative Planning | $515,646 | 11,762 | New |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $498,251 | 11,365 | Added |
| 18 | Csenge Advisory Group | $467,203 | 10,657 | Trimmed |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $455,804 | 10,397 | New |
| 20 | Envestnet Portfolio Solutions, Inc. | $421,828 | 9,622 | Added |
| 21 | Calamos Advisors LLC | $392,938 | 8,963 | New |
| 22 | Calamos Wealth Management LLC | $392,938 | 8,963 | Hold |
| 23 | Focus Partners Wealth | $379,304 | 8,652 | New |
| 24 | Cambridge Investment Research Advisors, Inc. | $364,000 | 8,302 | New |
| 25 | SMITH CHAS P & ASSOCIATES PA CPAS | $342,741 | 7,818 | Hold |