| 1 | LPL Financial LLC | $16.7M | 255,647 | Added |
| 2 | Integrated Wealth Concepts LLC | $14.2M | 216,976 | Added |
| 3 | Occidental Asset Management, LLC | $11.2M | 170,657 | Added |
| 4 | UBS Group AG | $10.7M | 162,733 | Added |
| 5 | Anderson Financial Strategies, LLC | $4.0M | 60,680 | Added |
| 6 | Kestra Advisory Services, LLC | $2.1M | 31,575 | Added |
| 7 | JANE STREET GROUP, LLC | $1.7M | 25,285 | Added |
| 8 | AE Wealth Management LLC | $1.6M | 24,458 | Added |
| 9 | Schwallier Wealth Management LLC | $1.6M | 24,454 | New |
| 10 | MOODY NATIONAL BANK TRUST DIVISION | $1.5M | 23,210 | Added |
| 11 | VestGen Advisors, LLC | $709,313 | 10,705 | Added |
| 12 | Rockefeller Capital Management L.P. | $690,202 | 10,535 | Trimmed |
| 13 | NewSquare Capital LLC | $543,054 | 8,289 | Added |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $511,934 | 7,814 | Hold |
| 15 | JONES FINANCIAL COMPANIES LLLP | $506,109 | 7,744 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $486,988 | 7,433 | Trimmed |
| 17 | Collaborative Wealth Managment Inc. | $247,668 | 3,780 | Trimmed |
| 18 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $221,244 | 3,377 | New |
| 19 | Fermata Advisors, LLC | $219,844 | 3,356 | Trimmed |
| 20 | Cetera Investment Advisers | $216,396 | 3,303 | New |
| 21 | FLOW TRADERS U.S. LLC | $206,000 | 3,142 | Trimmed |
| 22 | Forum Finance Group S.A. | $196,000 | 3,740 | New |
| 23 | Royal Bank of Canada | $108,000 | 1,654 | Trimmed |
| 24 | Frazier Financial Advisors, LLC | $71,019 | 1,084 | Hold |
| 25 | FIFTH THIRD BANCORP | $49,988 | 763 | New |