| 1 | Corient Private Wealth LLC | $31.0M | 54,661 | New |
| 2 | Evanson Asset Management, LLC | $21.0M | 36,774 | Trimmed |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.3M | 459,460 | Added |
| 4 | Gemmer Asset Management LLC | $7.0M | 12,168 | Trimmed |
| 5 | FLOW TRADERS U.S. LLC | $2.7M | 168,278 | Added |
| 6 | GM Advisory Group, LLC | $2.7M | 167,647 | Added |
| 7 | Family Office Research LLC | $2.1M | 3,655 | Added |
| 8 | LPL Financial LLC | $2.0M | 127,287 | Trimmed |
| 9 | TWO SIGMA INVESTMENTS, LP | $915,975 | 57,500 | Trimmed |
| 10 | Merit Financial Group, LLC | $878,880 | 55,171 | Trimmed |
| 11 | MORGAN STANLEY | $828,688 | 52,020 | Added |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $776,412 | 48,739 | Added |
| 13 | Beaird Harris Wealth Management, LLC | $723,550 | 1,265 | Hold |
| 14 | Creative Planning | $698,497 | 43,848 | Added |
| 15 | GTS SECURITIES LLC | $443,029 | 27,811 | Trimmed |
| 16 | LEAVELL INVESTMENT MANAGEMENT, INC. | $436,339 | 27,391 | Trimmed |
| 17 | Dynamic Advisor Solutions LLC | $406,228 | 25,501 | Trimmed |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $404,570 | 25,396 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $356,000 | 22,331 | Trimmed |
| 20 | Cetera Investment Advisers | $312,905 | 19,643 | Trimmed |
| 21 | VestGen Advisors, LLC | $310,781 | 16,575 | Trimmed |
| 22 | Aurora Private Wealth, Inc. | $303,000 | 16,109 | Hold |
| 23 | Wealthfront Advisers LLC | $292,204 | 18,343 | Added |
| 24 | AQR CAPITAL MANAGEMENT LLC | $248,333 | 15,589 | Trimmed |
| 25 | Forum Finance Group S.A. | $246,000 | 19,288 | New |