| 1 | Mirae Asset Global Investments Co., Ltd. | $69.1M | 1.0M | Added |
| 2 | PRINCIPAL FINANCIAL GROUP INC | $15.8M | 229,512 | Added |
| 3 | CHOREO, LLC | $7.3M | 106,467 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 60,320 | Added |
| 5 | BASSO CAPITAL MANAGEMENT, L.P. | $3.7M | 54,115 | New |
| 6 | GenWealth Group, Inc. | $3.6M | 51,937 | Trimmed |
| 7 | SHEETS SMITH WEALTH MANAGEMENT | $3.1M | 45,112 | Trimmed |
| 8 | Dynamic Advisor Solutions LLC | $2.8M | 40,973 | Added |
| 9 | Warner Group LLC | $2.8M | 40,650 | Added |
| 10 | ZENITH SOLUTIONS, INC. | $2.6M | 37,311 | New |
| 11 | Avior Wealth Management, LLC | $2.2M | 31,766 | Trimmed |
| 12 | FSA WEALTH PARTNERS, INC. | $2.1M | 29,830 | New |
| 13 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $1.9M | 28,236 | Added |
| 14 | Pine Valley Investments Ltd Liability Co | $1.8M | 25,633 | Trimmed |
| 15 | Savvy Advisors, Inc. | $1.6M | 23,935 | Trimmed |
| 16 | Gateway Wealth Partners, LLC | $1.4M | 20,503 | Trimmed |
| 17 | Sonoma Allocations LLC | $1.2M | 17,761 | Added |
| 18 | Heirloom Wealth Management | $1.2M | 17,172 | Added |
| 19 | Balance Wealth, LLC | $1.1M | 15,910 | Trimmed |
| 20 | Sage Advisory Services, Ltd.Co. | $1.1M | 15,251 | New |
| 21 | Mason & Associates Inc | $1.0M | 14,927 | Hold |
| 22 | Kestra Advisory Services, LLC | $984,351 | 14,295 | Added |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $823,449 | 11,967 | Trimmed |
| 24 | Ethic Inc. | $802,150 | 11,649 | Added |
| 25 | Goldstein Advisors, LLC | $786,381 | 11,420 | Added |