| 1 | SUMMITRY LLC | $25.3M | 998,029 | Added |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $20.4M | 807,886 | Trimmed |
| 3 | LPL Financial LLC | $7.0M | 277,021 | Added |
| 4 | MORGAN STANLEY | $6.0M | 235,685 | Added |
| 5 | AMERIPRISE FINANCIAL INC | $4.4M | 174,258 | New |
| 6 | Probity Advisors, Inc. | $3.5M | 138,420 | Added |
| 7 | UBS Group AG | $3.4M | 134,630 | Added |
| 8 | Accretive Wealth Partners, LLC | $3.2M | 125,970 | Trimmed |
| 9 | STIFEL FINANCIAL CORP | $3.0M | 119,590 | Added |
| 10 | Bell Investment Advisors, Inc | $2.7M | 105,554 | Added |
| 11 | BENJAMIN EDWARDS INC | $2.5M | 100,099 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $2.3M | 92,084 | New |
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.3M | 90,328 | Added |
| 14 | L2 Asset Management, LLC | $1.3M | 52,249 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $1.1M | 43,319 | Added |
| 16 | Tower Research Capital LLC (TRC) | $991,319 | 39,177 | New |
| 17 | Cetera Investment Advisers | $888,182 | 35,101 | New |
| 18 | CITADEL ADVISORS LLC | $724,746 | 28,642 | Added |
| 19 | Atlantic Private Wealth, LLC | $523,518 | 20,689 | Added |
| 20 | Snowden Capital Advisors LLC | $453,187 | 17,910 | New |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $450,531 | 17,805 | New |
| 22 | CWM, LLC | $407,439 | 16,102 | Hold |
| 23 | Reliant Wealth Planning | $389,853 | 15,407 | Hold |
| 24 | FLOW TRADERS U.S. LLC | $375,000 | 14,811 | New |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $346,814 | 13,706 | Added |