| 1 | ENVESTNET ASSET MANAGEMENT INC | $31.4M | 803,473 | Added |
| 2 | LPL Financial LLC | $16.0M | 409,200 | Added |
| 3 | Arkadios Wealth Advisors | $15.7M | 401,700 | New |
| 4 | Cetera Investment Advisers | $11.8M | 301,058 | Added |
| 5 | ANCHOR CAPITAL ADVISORS LLC | $4.1M | 104,934 | Trimmed |
| 6 | Baird Financial Group, Inc. | $3.3M | 84,950 | Added |
| 7 | Ankerstar Wealth, LLC | $929,084 | 23,796 | Trimmed |
| 8 | TRUIST FINANCIAL CORP | $699,158 | 17,907 | Trimmed |
| 9 | BENJAMIN EDWARDS INC | $607,395 | 15,558 | Trimmed |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $432,526 | 11,078 | New |
| 11 | Bank of New York Mellon Corp | $421,242 | 10,789 | Added |
| 12 | Sanctuary Advisors, LLC | $265,888 | 6,810 | New |
| 13 | SigFig Wealth Management, LLC | $250,267 | 6,443 | Trimmed |
| 14 | PRINCIPAL SECURITIES, INC. | $239,936 | 6,145 | Trimmed |
| 15 | Envestnet Portfolio Solutions, Inc. | $218,840 | 5,605 | New |
| 16 | AlphaStar Capital Management, LLC | $213,140 | 5,459 | New |
| 17 | US BANCORP \DE\ | $53,217 | 1,363 | Added |
| 18 | HARBOUR INVESTMENTS, INC. | $26,706 | 684 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $16,786 | 430 | New |
| 20 | Rossby Financial, LCC | $9,566 | 245 | Trimmed |
| 21 | Integrated Wealth Concepts LLC | $7,263 | 186 | New |
| 22 | IFP Advisors, Inc | $5,935 | 152 | Hold |
| 23 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $937 | 24 | Hold |
| 24 | Steward Partners Investment Advisory, LLC | $547 | 14 | New |
| 25 | UBS Group AG | $0 | 0 | Exited |