| 1 | Ferguson Shapiro LLC | $17.9M | 217,818 | Added |
| 2 | LPL Financial LLC | $8.4M | 102,186 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $5.0M | 60,401 | Added |
| 4 | Baird Financial Group, Inc. | $3.7M | 45,498 | Added |
| 5 | Prospera Financial Services Inc | $3.0M | 37,037 | Trimmed |
| 6 | RiverFront Investment Group, LLC | $3.0M | 36,407 | Trimmed |
| 7 | Cetera Investment Advisers | $2.3M | 28,554 | Added |
| 8 | TRUIST FINANCIAL CORP | $2.2M | 26,405 | Trimmed |
| 9 | OLD MISSION CAPITAL LLC | $1.8M | 21,350 | New |
| 10 | Cambridge Investment Research Advisors, Inc. | $1.4M | 17,388 | New |
| 11 | MML INVESTORS SERVICES, LLC | $1.3M | 16,285 | Trimmed |
| 12 | Maia Wealth LLC | $1.3M | 15,582 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $1.2M | 14,452 | Added |
| 14 | World Investment Advisors | $916,887 | 11,160 | Trimmed |
| 15 | WELLS FARGO & COMPANY/MN | $749,056 | 9,118 | Added |
| 16 | Keystone Wealth Services, LLC | $613,037 | 7,462 | New |
| 17 | Farther Finance Advisors, LLC | $509,393 | 6,180 | Trimmed |
| 18 | Triad Wealth Partners, LLC | $401,082 | 4,882 | Trimmed |
| 19 | CITADEL ADVISORS LLC | $320,981 | 3,907 | New |
| 20 | MGO ONE SEVEN LLC | $317,859 | 3,869 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $262,917 | 3,200 | Trimmed |
| 22 | BENJAMIN EDWARDS INC | $243,913 | 2,969 | New |
| 23 | JANE STREET GROUP, LLC | $216,397 | 2,634 | New |
| 24 | Worth Financial Advisory Group, LLC | $212,939 | 65 | New |
| 25 | GeoWealth Management, LLC | $194,968 | 2,373 | New |