| 1 | AMERICAN CENTURY COMPANIES INC | $114.5M | 2.6M | Added |
| 2 | CONDOR CAPITAL MANAGEMENT | $18.4M | 421,584 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $12.1M | 277,695 | Added |
| 4 | LPL Financial LLC | $9.3M | 213,360 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $7.0M | 159,513 | Added |
| 6 | AMERIPRISE FINANCIAL INC | $4.8M | 113,531 | Added |
| 7 | GOLDMAN SACHS GROUP INC | $4.4M | 100,210 | Trimmed |
| 8 | Gerald Baker Financial Group LLC | $3.7M | 84,881 | New |
| 9 | Orion Porfolio Solutions, LLC | $3.2M | 72,478 | Trimmed |
| 10 | Fortis Group Advisors, LLC | $1.5M | 34,667 | Added |
| 11 | CITADEL ADVISORS LLC | $1.4M | 31,180 | New |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $758,780 | 17,347 | Trimmed |
| 13 | JONES FINANCIAL COMPANIES LLLP | $631,184 | 14,577 | Added |
| 14 | Goldstein Advisors, LLC | $352,238 | 8,053 | Added |
| 15 | BENJAMIN EDWARDS INC | $334,218 | 7,642 | Added |
| 16 | OSAIC HOLDINGS, INC. | $310,024 | 7,088 | Trimmed |
| 17 | Slagle Financial, LLC | $269,689 | 6,166 | Trimmed |
| 18 | Kestra Advisory Services, LLC | $269,271 | 6,156 | Trimmed |
| 19 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $248,224 | 5,675 | Trimmed |
| 20 | Thrivent Financial for Lutherans | $242,000 | 5,530 | Added |
| 21 | JM2 Capital Inc. | $209,163 | 4,782 | Added |
| 22 | CWM, LLC | $59,793 | 1,367 | Hold |
| 23 | MPWM ADVISORY SOLUTIONS, LLC | $32,718 | 748 | Hold |
| 24 | JPMORGAN CHASE & CO | $32,306 | 743 | New |
| 25 | IFP Advisors, Inc | $30,093 | 688 | Trimmed |