| 1 | Rock Creek Group, LP | $82.1M | 1.1M | Added |
| 2 | Summit Trail Advisors, LLC | $74.1M | 999,382 | Trimmed |
| 3 | NewEdge Wealth, LLC | $70.5M | 950,975 | Trimmed |
| 4 | Turim 21 Investimentos Ltda. | $34.2M | 460,975 | New |
| 5 | Royal Bank of Canada | $26.8M | 360,627 | Trimmed |
| 6 | Inlight Wealth Management, LLC | $24.7M | 332,827 | Added |
| 7 | UBS Group AG | $20.6M | 277,858 | Added |
| 8 | MORGAN STANLEY | $20.4M | 274,887 | Trimmed |
| 9 | CIBC Bancorp USA Inc. | $18.0M | 244,700 | New |
| 10 | Cascade Financial Partners, LLC | $14.9M | 200,527 | Added |
| 11 | Checchi Capital Advisers, LLC | $13.5M | 182,137 | Trimmed |
| 12 | MERCER GLOBAL ADVISORS INC /ADV | $8.8M | 118,045 | New |
| 13 | Beacon Pointe Advisors, LLC | $8.4M | 113,220 | Added |
| 14 | Plum Street Advisors, LLC | $7.4M | 99,922 | Added |
| 15 | JANE STREET GROUP, LLC | $7.3M | 98,579 | Added |
| 16 | Proficio Capital Partners LLC | $5.4M | 72,685 | New |
| 17 | BANK OF AMERICA CORP /DE/ | $5.3M | 71,461 | Added |
| 18 | Cresset Asset Management, LLC | $4.9M | 66,345 | Added |
| 19 | Octavia Wealth Advisors, LLC | $4.6M | 62,550 | Trimmed |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.5M | 60,273 | Added |
| 21 | MAYPORT, LLC | $4.4M | 59,894 | Hold |
| 22 | Outlook Wealth Advisors, LLC | $4.1M | 55,214 | New |
| 23 | Bulltick Wealth Management, LLC | $3.8M | 51,560 | Added |
| 24 | New Capital Management LP | $3.7M | 50,245 | Added |
| 25 | Fonville Wealth Management LLC | $3.4M | 45,613 | Added |