| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $659.5M | 7.0M | Trimmed |
| 2 | VICTORY CAPITAL MANAGEMENT INC | $140.7M | 1.5M | Added |
| 3 | Cerity Partners LLC | $135.8M | 1.4M | Added |
| 4 | Blue Water Asset Management | $18.1M | 191,096 | Trimmed |
| 5 | LeClair Wealth Partners LLC | $18.1M | 191,096 | New |
| 6 | Systelligence, LLC | $16.0M | 169,357 | Added |
| 7 | Anderson Financial Strategies, LLC | $8.6M | 83,430 | Trimmed |
| 8 | NorthCrest Asset Manangement, LLC | $7.7M | 80,091 | Added |
| 9 | Vise Technologies, Inc. | $7.5M | 81,966 | Hold |
| 10 | RAYMOND JAMES FINANCIAL INC | $5.7M | 60,116 | Added |
| 11 | Retirement Planning Group, LLC | $5.4M | 56,681 | Trimmed |
| 12 | Wealth Enhancement Trust Services, Inc. | $5.0M | 53,277 | Added |
| 13 | TWO SIGMA INVESTMENTS, LP | $4.9M | 52,000 | Added |
| 14 | TRUIST FINANCIAL CORP | $4.8M | 51,074 | Added |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 29,881 | Trimmed |
| 16 | LexAurum Advisors, LLC | $2.8M | 29,569 | New |
| 17 | LPL Financial LLC | $2.8M | 29,558 | Added |
| 18 | Trilogy Capital Inc. | $2.5M | 26,929 | Trimmed |
| 19 | BANK OF AMERICA CORP /DE/ | $2.3M | 23,835 | Added |
| 20 | US BANCORP \DE\ | $1.6M | 16,884 | New |
| 21 | Steward Partners Investment Advisory, LLC | $1.6M | 16,394 | Added |
| 22 | Beacon Financial Advisory LLC | $1.5M | 15,486 | Trimmed |
| 23 | HARBOUR INVESTMENTS, INC. | $1.3M | 13,410 | New |
| 24 | Cetera Investment Advisers | $1.3M | 13,379 | Added |
| 25 | Family Capital Trust Co | $1.2M | 12,851 | Added |