| 1 | CITIGROUP INC | $1.12B | 15.0M | Trimmed |
| 2 | Walleye Trading LLC | $101.3M | 1.4M | Trimmed |
| 3 | TD Asset Management Inc | $100.8M | 1.3M | Added |
| 4 | TRUST POINT INC. | $41.8M | 558,058 | Added |
| 5 | CREDIT INDUSTRIEL ET COMMERCIAL | $29.0M | 388,080 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $20.4M | 272,354 | Added |
| 7 | Insight Wealth Strategies, LLC | $18.8M | 247,026 | New |
| 8 | TRUIST FINANCIAL CORP | $18.2M | 243,444 | Trimmed |
| 9 | Carrera Capital Advisors | $14.8M | 197,820 | Added |
| 10 | Cullen/Frost Bankers, Inc. | $14.8M | 197,756 | Added |
| 11 | New Harbor Financial Group, LLC | $14.6M | 195,047 | New |
| 12 | COMMUNITY TRUST & INVESTMENT CO | $13.0M | 173,366 | Trimmed |
| 13 | ALTFEST L J & CO INC | $12.1M | 161,570 | Trimmed |
| 14 | Riggs Asset Managment Co. Inc. | $10.1M | 135,570 | Added |
| 15 | Venture Visionary Partners LLC | $9.8M | 130,371 | Added |
| 16 | VALLEY WEALTH MANAGERS, INC. | $9.6M | 128,780 | Trimmed |
| 17 | NewSquare Capital LLC | $9.3M | 124,185 | Added |
| 18 | Parkside Investments, LLC | $9.1M | 121,086 | Trimmed |
| 19 | Y-Intercept (Hong Kong) Ltd | $8.2M | 109,120 | Added |
| 20 | OPTIMAS CAPITAL Ltd | $7.8M | 104,200 | New |
| 21 | Walleye Capital LLC | $7.3M | 97,164 | Added |
| 22 | Rosenthal | Henry Capital Advisors, Inc. | $7.1M | 95,280 | Trimmed |
| 23 | IAM Advisory, LLC | $5.8M | 77,844 | Added |
| 24 | First Interstate Bank | $5.3M | 70,749 | Trimmed |
| 25 | Cambridge Investment Research Advisors, Inc. | $5.3M | 70,344 | Added |