| 1 | ENVESTNET ASSET MANAGEMENT INC | $47.4M | 119,582 | Trimmed |
| 2 | Auto-Owners Insurance Co | $32.0M | 80,700 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $24.7M | 62,193 | Added |
| 4 | EXCHANGE TRADED CONCEPTS, LLC | $21.5M | 54,248 | Added |
| 5 | M&T Bank Corp | $19.8M | 49,801 | Trimmed |
| 6 | ASSETMARK, INC | $14.8M | 37,305 | Trimmed |
| 7 | Spire Wealth Management | $14.3M | 36,002 | Trimmed |
| 8 | TRUST CO OF OKLAHOMA | $12.6M | 31,726 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $12.4M | 31,351 | Trimmed |
| 10 | Hobart Private Capital, LLC | $12.0M | 30,183 | Added |
| 11 | MassMutual Private Wealth & Trust, FSB | $11.3M | 28,470 | Trimmed |
| 12 | Gibraltar Capital Management, Inc. | $9.9M | 25,005 | Added |
| 13 | BAILARD, INC. | $9.4M | 23,585 | Trimmed |
| 14 | TRUIST FINANCIAL CORP | $9.3M | 23,431 | Added |
| 15 | SOUTHERN CAPITAL SERVICES INC /ADV | $9.1M | 22,845 | Added |
| 16 | Westside Investment Management, Inc. | $8.5M | 21,481 | Trimmed |
| 17 | Junk Investment Group, LLC | $8.3M | 20,915 | Added |
| 18 | FOUNDERS GROVE WEALTH PARTNERS, LLC | $8.1M | 20,368 | Trimmed |
| 19 | ESG Planning DBA Harper Investing | $7.8M | 19,595 | Added |
| 20 | Merrithew & Thorsten Inc | $7.4M | 18,552 | Trimmed |
| 21 | Concurrent Investment Advisors, LLC | $6.5M | 16,298 | Added |
| 22 | Apollon Financial, LLC | $6.2M | 15,702 | Trimmed |
| 23 | PARK NATIONAL CORP /OH/ | $6.0M | 15,006 | Added |
| 24 | Private Advisor Group, LLC | $5.9M | 14,933 | Added |
| 25 | Merit Financial Group, LLC | $5.1M | 12,820 | Trimmed |