| 1 | JENSEN INVESTMENT MANAGEMENT INC | $14.0M | 574,732 | Added |
| 2 | Cerity Partners LLC | $4.8M | 195,877 | New |
| 3 | Bill Few Associates, Inc. | $2.9M | 117,950 | Trimmed |
| 4 | DMKC Advisory Services, LLC | $2.8M | 115,650 | Trimmed |
| 5 | KELLEHER FINANCIAL ADVISORS | $1.7M | 64,037 | New |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 64,886 | Added |
| 7 | ENTRUST FINANCIAL LLC | $1.4M | 55,838 | Added |
| 8 | Hamilton Point Investment Advisors, LLC | $1.3M | 54,005 | Added |
| 9 | Snowden Capital Advisors LLC | $623,966 | 25,662 | Trimmed |
| 10 | OneAscent Financial Services LLC | $549,174 | 22,586 | Trimmed |
| 11 | HighTower Advisors, LLC | $492,854 | 20,270 | Trimmed |
| 12 | CAPTRUST FINANCIAL ADVISORS | $367,159 | 15,114 | Added |
| 13 | Essex Financial Services, Inc. | $340,625 | 14,009 | Trimmed |
| 14 | CITADEL ADVISORS LLC | $335,155 | 13,784 | New |
| 15 | JANE STREET GROUP, LLC | $299,364 | 12,312 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $238,910 | 9,826 | New |
| 17 | GOLDMAN SACHS GROUP INC | $218,055 | 8,968 | New |
| 18 | UBS Group AG | $34,065 | 1,401 | New |
| 19 | Lodestone Wealth Management LLC | $20,508 | 843 | Hold |
| 20 | MCF Advisors LLC | $4,863 | 200 | Hold |
| 21 | DHJJ Financial Advisors, Ltd. | $1,338 | 55 | Hold |
| 22 | Capital Investment Advisory Services, LLC | $0 | 0 | Exited |
| 23 | SOL Capital Management CO | $0 | 0 | Exited |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $0 | 0 | Exited |
| 25 | OSAIC HOLDINGS, INC. | $0 | 0 | Exited |