| 1 | WealthNavi Inc. | $600.3M | 5.9M | Trimmed |
| 2 | SBI Okasan Asset Management Co.Ltd. | $106.0M | 1.0M | New |
| 3 | Sumitomo Mitsui DS Asset Management Company, Ltd | $55.8M | 545,813 | New |
| 4 | CONNABLE OFFICE INC | $31.6M | 309,294 | Added |
| 5 | Magnus Financial Group LLC | $18.6M | 181,876 | Added |
| 6 | DDFG, Inc | $18.2M | 177,778 | Added |
| 7 | Financial Advisory Corp | $15.6M | 152,940 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $14.3M | 139,576 | Added |
| 9 | CITIGROUP INC | $14.1M | 137,953 | Trimmed |
| 10 | Walleye Capital LLC | $13.7M | 133,801 | Trimmed |
| 11 | Walleye Trading LLC | $11.9M | 116,800 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $10.2M | 99,692 | Added |
| 13 | UNIQUE WEALTH, LLC | $9.4M | 91,942 | Added |
| 14 | Matthew Goff Investment Advisor, LLC | $6.7M | 65,266 | New |
| 15 | COURIER CAPITAL LLC | $6.5M | 63,916 | Added |
| 16 | ADAMS DIVERSIFIED EQUITY FUND, INC. | $6.4M | 62,900 | New |
| 17 | Omega Financial Group, LLC | $6.4M | 62,307 | Trimmed |
| 18 | CONSOLIDATED CAPITAL MANAGEMENT, LLC | $6.2M | 60,279 | Added |
| 19 | CarsonAllaria Wealth Management, Ltd. | $5.7M | 55,886 | Added |
| 20 | TRUIST FINANCIAL CORP | $5.6M | 54,631 | Added |
| 21 | ARKANSAS FINANCIAL GROUP, INC. | $5.3M | 52,304 | Trimmed |
| 22 | MISSION WEALTH MANAGEMENT, LP | $5.0M | 48,786 | Trimmed |
| 23 | ABSOLUTE INVESTMENT ADVISERS, LLC | $4.3M | 42,258 | New |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $4.2M | 40,588 | Trimmed |
| 25 | REBALANCE, LLC | $4.0M | 39,584 | Trimmed |