| 1 | MORGAN STANLEY | $8.1M | 112,829 | Trimmed |
| 2 | COURIER CAPITAL LLC | $5.4M | 74,899 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $5.1M | 71,052 | Added |
| 4 | UBS Group AG | $3.7M | 51,995 | Trimmed |
| 5 | Vontobel Holding Ltd. | $2.5M | 34,776 | Trimmed |
| 6 | Virtus Family Office LLC | $2.0M | 27,302 | Added |
| 7 | Bank of New York Mellon Corp | $1.9M | 25,876 | Added |
| 8 | JANE STREET GROUP, LLC | $1.7M | 24,173 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $1.4M | 19,579 | Trimmed |
| 10 | Gotham Asset Management, LLC | $1.1M | 15,185 | Hold |
| 11 | LPL Financial LLC | $989,313 | 13,792 | Added |
| 12 | WELLS FARGO & COMPANY/MN | $747,512 | 10,421 | Added |
| 13 | OSAIC HOLDINGS, INC. | $733,184 | 10,223 | Added |
| 14 | Lynx Investment Advisory | $641,603 | 8,944 | Added |
| 15 | Baird Financial Group, Inc. | $575,460 | 8,022 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $538,152 | 7,502 | Added |
| 17 | 3EDGE Asset Management, LP | $525,837 | 7,571 | Trimmed |
| 18 | HighTower Advisors, LLC | $473,223 | 6,597 | Trimmed |
| 19 | Financial Perspectives, Inc | $432,928 | 6,035 | Added |
| 20 | RWA WEALTH PARTNERS, LLC | $418,922 | 5,840 | Hold |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $374,300 | 5,218 | Trimmed |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $346,470 | 4,830 | Added |
| 23 | Sovereign Financial Group, Inc. | $336,500 | 4,691 | Trimmed |
| 24 | STIFEL FINANCIAL CORP | $330,969 | 4,614 | Added |
| 25 | KAVAR CAPITAL PARTNERS GROUP, LLC | $309,026 | 4,308 | New |