| 1 | Lido Advisors, LLC | $187.4M | 2.7M | Trimmed |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $139.8M | 2.0M | Added |
| 3 | AGF MANAGEMENT LTD | $60.9M | 867,448 | Added |
| 4 | MORGAN STANLEY | $26.9M | 383,389 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $26.4M | 376,167 | Trimmed |
| 6 | LPL Financial LLC | $24.8M | 353,635 | Added |
| 7 | OSAIC HOLDINGS, INC. | $24.7M | 351,251 | Trimmed |
| 8 | SAVA PENZISKO DRUSHTVO A.D. SKOPJE | $24.0M | 341,872 | Hold |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | $17.7M | 251,557 | Added |
| 10 | Kestra Advisory Services, LLC | $17.0M | 242,191 | Added |
| 11 | Strategic Point Investment Advisors, LLC | $15.3M | 218,273 | Added |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $12.4M | 176,888 | Trimmed |
| 13 | Independence Financial Advisors, LLC | $11.4M | 162,602 | Added |
| 14 | Procyon Advisors, LLC | $10.9M | 155,754 | Added |
| 15 | TWO SIGMA INVESTMENTS, LP | $10.5M | 149,000 | New |
| 16 | Fischer Financial Services, Inc. | $9.8M | 140,049 | Trimmed |
| 17 | JPMORGAN CHASE & CO | $9.2M | 133,667 | Trimmed |
| 18 | BANK OF AMERICA CORP /DE/ | $8.7M | 123,604 | Trimmed |
| 19 | AE Wealth Management LLC | $8.7M | 123,533 | Added |
| 20 | STIFEL FINANCIAL CORP | $8.3M | 117,867 | Added |
| 21 | Thrivent Financial for Lutherans | $7.7M | 110,062 | Added |
| 22 | FMR LLC | $6.9M | 98,516 | Added |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6.6M | 94,577 | Added |
| 24 | Yoder Wealth Management, Inc. | $6.6M | 93,649 | Added |
| 25 | Modern Wealth Management, LLC | $6.5M | 91,988 | Trimmed |