| 1 | LPL Financial LLC | $18.6M | 346,994 | Added |
| 2 | STEPHENS INC /AR/ | $12.9M | 240,471 | Added |
| 3 | Sonoma Allocations LLC | $11.4M | 208,686 | Added |
| 4 | CATHY PARETO & ASSOCIATES, INC | $8.0M | 149,062 | Added |
| 5 | JANE STREET GROUP, LLC | $7.2M | 134,329 | Added |
| 6 | GC Wealth Management RIA, LLC | $4.6M | 85,851 | Trimmed |
| 7 | WESCAP Management Group, Inc. | $3.9M | 72,131 | Trimmed |
| 8 | CITADEL ADVISORS LLC | $2.5M | 47,294 | New |
| 9 | D.A. DAVIDSON & CO. | $2.3M | 42,238 | Added |
| 10 | Corient Private Wealth LLC | $2.2M | 40,954 | Trimmed |
| 11 | Sowell Financial Services LLC | $2.1M | 39,874 | New |
| 12 | Spinnaker Investment Group, LLC | $2.1M | 39,236 | Trimmed |
| 13 | INSIGNEO ADVISORY SERVICES, LLC | $1.6M | 29,373 | New |
| 14 | JOHNSON INVESTMENT COUNSEL INC | $1.5M | 27,100 | Hold |
| 15 | UBS Group AG | $1.4M | 25,539 | Added |
| 16 | Quantinno Capital Management LP | $1.3M | 23,716 | Added |
| 17 | HARBOUR INVESTMENTS, INC. | $899,322 | 16,744 | Added |
| 18 | E&G Advisors, LP | $837,446 | 15,592 | Added |
| 19 | Sanctuary Advisors, LLC | $826,989 | 15,397 | Added |
| 20 | JONES FINANCIAL COMPANIES LLLP | $825,580 | 15,944 | Added |
| 21 | AMERIFLEX GROUP, INC. | $822,139 | 15,307 | New |
| 22 | CARY STREET PARTNERS FINANCIAL LLC | $701,989 | 13,070 | Hold |
| 23 | RAYMOND JAMES FINANCIAL INC | $656,308 | 12,219 | Added |
| 24 | MML INVESTORS SERVICES, LLC | $650,377 | 12,109 | Trimmed |
| 25 | Cetera Investment Advisers | $505,829 | 9,418 | New |