| 1 | ENVESTNET ASSET MANAGEMENT INC | $329.1M | 2.1M | Trimmed |
| 2 | ANGELES WEALTH MANAGEMENT, LLC | $237.8M | 1.5M | Added |
| 3 | SBI Securities Co., Ltd. | $124.6M | 793,845 | Added |
| 4 | Zhang Financial LLC | $116.1M | 739,897 | Added |
| 5 | TIFF ADVISORY SERVICES, LLC | $94.4M | 601,770 | Trimmed |
| 6 | Sageworth Trust Co | $89.2M | 568,189 | Trimmed |
| 7 | DIVERSIFY WEALTH MANAGEMENT, LLC | $74.8M | 484,457 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $70.4M | 448,786 | Added |
| 9 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $69.0M | 439,739 | Hold |
| 10 | Cambridge Investment Research Advisors, Inc. | $67.6M | 430,478 | Added |
| 11 | 3EDGE Asset Management, LP | $66.2M | 421,666 | Added |
| 12 | BIP Wealth, LLC | $62.1M | 395,865 | Added |
| 13 | TRUIST FINANCIAL CORP | $60.5M | 385,176 | Added |
| 14 | Bernzott Capital Advisors | $50.3M | 320,364 | Added |
| 15 | THREADGILL FINANCIAL, LLC | $46.2M | 294,150 | Added |
| 16 | Prentice Wealth Management LLC | $44.4M | 282,712 | Added |
| 17 | Mirae Asset Global Investments Co., Ltd. | $42.9M | 273,233 | Trimmed |
| 18 | WJ Interests, LLC | $38.0M | 241,990 | Trimmed |
| 19 | FSM Wealth Advisors, LLC | $36.8M | 234,194 | Added |
| 20 | SIMON QUICK ADVISORS, LLC | $36.1M | 229,914 | Trimmed |
| 21 | Accredited Investors Inc. | $35.3M | 225,134 | Trimmed |
| 22 | Topor & Co. Korea | $34.9M | 222,075 | Trimmed |
| 23 | Fisher Asset Management, LLC | $33.3M | 212,393 | Added |
| 24 | Sivia Capital Partners, LLC | $32.9M | 209,722 | Added |
| 25 | Mesirow Financial Investment Management, Inc. | $32.8M | 209,158 | Added |