| 1 | GLOBALT Investments LLC / GA | $50.2M | 1.7M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $44.3M | 1.5M | Added |
| 3 | PARK AVENUE SECURITIES LLC | $29.8M | 985,672 | New |
| 4 | LPL Financial LLC | $16.9M | 560,006 | Added |
| 5 | ST GERMAIN D J CO INC | $14.3M | 472,919 | Trimmed |
| 6 | PAYDEN & RYGEL | $7.9M | 261,000 | New |
| 7 | INTEGRATED CAPITAL MANAGEMENT, INC. | $6.6M | 217,248 | Trimmed |
| 8 | Tower Research Capital LLC (TRC) | $5.2M | 171,996 | Added |
| 9 | TRUIST FINANCIAL CORP | $3.8M | 125,579 | Added |
| 10 | Nova R Wealth, Inc. | $3.4M | 111,867 | Trimmed |
| 11 | KESTRA PRIVATE WEALTH SERVICES, LLC | $3.2M | 105,920 | Trimmed |
| 12 | CITADEL ADVISORS LLC | $2.9M | 95,354 | Added |
| 13 | SEI INVESTMENTS CO | $2.1M | 68,100 | New |
| 14 | MML INVESTORS SERVICES, LLC | $1.9M | 63,990 | Trimmed |
| 15 | Pinnacle Financial Partners, Inc. | $1.8M | 58,922 | Added |
| 16 | 3EDGE Asset Management, LP | $1.3M | 42,915 | Hold |
| 17 | Cetera Investment Advisers | $1.2M | 41,270 | Trimmed |
| 18 | JANE STREET GROUP, LLC | $1.1M | 35,128 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $1.1M | 35,006 | Added |
| 20 | Schwallier Wealth Management LLC | $620,208 | 20,493 | New |
| 21 | American State Bank (Iowa) | $467,050 | 15,432 | Added |
| 22 | Simplicity Wealth,LLC | $448,871 | 14,831 | Trimmed |
| 23 | Cambridge Investment Research Advisors, Inc. | $402,000 | 13,272 | Added |
| 24 | StoneX Group Inc. | $384,547 | 12,706 | Added |
| 25 | Breakwater Investment Management | $96,334 | 3,183 | Hold |