| 1 | ENVESTNET ASSET MANAGEMENT INC | $151.6M | 5.2M | Added |
| 2 | LPL Financial LLC | $77.4M | 2.7M | Added |
| 3 | Cetera Investment Advisers | $66.5M | 2.3M | Added |
| 4 | Baird Financial Group, Inc. | $13.1M | 453,327 | Added |
| 5 | TRUIST FINANCIAL CORP | $3.5M | 121,648 | Added |
| 6 | BENJAMIN EDWARDS INC | $3.4M | 117,571 | Added |
| 7 | JANE STREET GROUP, LLC | $1.9M | 64,333 | New |
| 8 | Bank of New York Mellon Corp | $1.8M | 61,479 | Added |
| 9 | SigFig Wealth Management, LLC | $1.4M | 47,050 | Added |
| 10 | PRINCIPAL SECURITIES, INC. | $1.3M | 46,421 | Trimmed |
| 11 | AlphaStar Capital Management, LLC | $1.1M | 37,312 | Added |
| 12 | VestGen Advisors, LLC | $1.1M | 33,088 | New |
| 13 | Envestnet Portfolio Solutions, Inc. | $1.0M | 34,921 | Trimmed |
| 14 | Sanctuary Advisors, LLC | $931,511 | 32,156 | Added |
| 15 | MML INVESTORS SERVICES, LLC | $840,981 | 29,031 | Trimmed |
| 16 | VestGen Investment Management | $796,025 | 27,479 | Added |
| 17 | NewEdge Wealth, LLC | $531,978 | 18,364 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $431,080 | 14,881 | Trimmed |
| 19 | GOLDMAN SACHS GROUP INC | $379,053 | 13,085 | Hold |
| 20 | CITADEL ADVISORS LLC | $337,599 | 11,654 | New |
| 21 | Ausdal Financial Partners, Inc. | $260,311 | 8,986 | Trimmed |
| 22 | World Investment Advisors | $220,365 | 7,607 | New |
| 23 | LOCKERMAN FINANCIAL GROUP, INC. | $206,704 | 7,135 | Hold |
| 24 | US BANCORP \DE\ | $162,079 | 5,595 | Added |
| 25 | HARBOUR INVESTMENTS, INC. | $140,497 | 4,850 | Added |