| 1 | BANK OF AMERICA CORP /DE/ | $97.6M | 7.6M | Added |
| 2 | MORGAN STANLEY | $86.4M | 6.8M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $52.4M | 4.1M | Trimmed |
| 4 | LPL Financial LLC | $32.4M | 2.5M | Trimmed |
| 5 | CloudAlpha Capital Management Limited/Hong Kong | $32.0M | 2.5M | New |
| 6 | Bank Julius Baer & Co. Ltd, Zurich | $30.6M | 2.4M | Added |
| 7 | Generali Asset Management SPA SGR | $28.2M | 2.2M | Hold |
| 8 | TWO SIGMA INVESTMENTS, LP | $27.2M | 2.1M | Trimmed |
| 9 | CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | $24.1M | 2.4M | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $23.3M | 1.8M | Added |
| 11 | INDEPENDENT FINANCIAL GROUP, LLC | $16.9M | 1.3M | Trimmed |
| 12 | Mission Hills Financial Advisory, LLC | $16.0M | 1.3M | Added |
| 13 | TRANSCEND CAPITAL ADVISORS, LLC | $15.1M | 1.2M | Added |
| 14 | Amplius Wealth Advisors, LLC | $13.0M | 1.0M | Added |
| 15 | Caption Management, LLC | $10.7M | 833,100 | New |
| 16 | Centiva Capital, LP | $9.9M | 775,200 | Added |
| 17 | CONDOR CAPITAL MANAGEMENT | $9.6M | 750,093 | Trimmed |
| 18 | Lido Advisors, LLC | $7.2M | 562,360 | Trimmed |
| 19 | Royal Bank of Canada | $6.4M | 503,030 | Added |
| 20 | Sterling Investment Advisors, Ltd. | $6.3M | 491,575 | Added |
| 21 | MGO ONE SEVEN LLC | $5.6M | 434,519 | Added |
| 22 | Equitable Holdings, Inc. | $5.5M | 391,219 | Added |
| 23 | CITADEL ADVISORS LLC | $5.5M | 430,900 | Added |
| 24 | Berkeley Capital Partners, LLC | $5.4M | 419,203 | New |
| 25 | Clark Capital Management Group, Inc. | $5.3M | 412,737 | Trimmed |