| 1 | Lido Advisors, LLC | $140.2M | 1.5M | Added |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $122.0M | 1.3M | Added |
| 3 | AE Wealth Management LLC | $102.9M | 1.1M | Added |
| 4 | AGF MANAGEMENT LTD | $28.0M | 300,710 | Trimmed |
| 5 | MORGAN STANLEY | $23.1M | 247,969 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $18.5M | 198,809 | Trimmed |
| 7 | ASSETMARK, INC | $17.4M | 186,211 | Trimmed |
| 8 | Fischer Financial Services, Inc. | $13.2M | 141,167 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $11.8M | 126,898 | Trimmed |
| 10 | LPL Financial LLC | $11.3M | 120,911 | Trimmed |
| 11 | Kestra Advisory Services, LLC | $8.1M | 86,544 | Added |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.0M | 75,282 | Added |
| 13 | Independence Financial Advisors, LLC | $6.4M | 68,136 | Added |
| 14 | Fisher Asset Management, LLC | $6.2M | 66,957 | Trimmed |
| 15 | Yoder Wealth Management, Inc. | $5.6M | 59,519 | Added |
| 16 | Keystone Global Partners, LLC | $5.5M | 59,094 | Added |
| 17 | STIFEL FINANCIAL CORP | $5.3M | 56,569 | Trimmed |
| 18 | FMR LLC | $5.2M | 56,137 | Added |
| 19 | CITIGROUP INC | $4.8M | 51,331 | Added |
| 20 | KCM INVESTMENT ADVISORS LLC | $4.7M | 50,674 | Added |
| 21 | GOLDMAN SACHS GROUP INC | $4.6M | 49,670 | New |
| 22 | ATLAS CAPITAL ADVISORS INC. | $4.4M | 47,271 | Trimmed |
| 23 | TWO SIGMA INVESTMENTS, LP | $4.4M | 46,700 | Trimmed |
| 24 | Steward Partners Investment Advisory, LLC | $4.2M | 45,103 | Added |
| 25 | OSAIC HOLDINGS, INC. | $3.9M | 41,921 | Trimmed |