| 1 | SCHARF INVESTMENTS, LLC | $359.8M | 7.4M | Added |
| 2 | Focus Partners Wealth | $135.0M | 2.5M | Trimmed |
| 3 | MORGAN STANLEY | $56.3M | 1.0M | Trimmed |
| 4 | Intellectus Partners, LLC | $11.5M | 215,504 | Trimmed |
| 5 | HighTower Advisors, LLC | $9.4M | 175,943 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $9.3M | 173,579 | Trimmed |
| 7 | Roehl & Yi Investment Advisors, LLC | $4.7M | 91,460 | Trimmed |
| 8 | Quantinno Capital Management LP | $4.5M | 83,107 | New |
| 9 | CITADEL ADVISORS LLC | $4.2M | 78,593 | Trimmed |
| 10 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $4.0M | 75,464 | Trimmed |
| 11 | JANE STREET GROUP, LLC | $3.5M | 68,806 | Added |
| 12 | Corient Private Wealth LLC | $2.8M | 52,521 | Trimmed |
| 13 | Sanctuary Advisors, LLC | $2.7M | 49,597 | New |
| 14 | RAYMOND JAMES FINANCIAL INC | $2.5M | 45,912 | Trimmed |
| 15 | Ashton Thomas Private Wealth, LLC | $2.0M | 38,213 | Trimmed |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 22,441 | Trimmed |
| 17 | MERCER GLOBAL ADVISORS INC /ADV | $989,477 | 18,462 | Trimmed |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $863,701 | 15,977 | New |
| 19 | LPL Financial LLC | $840,477 | 15,682 | Added |
| 20 | ASHTON THOMAS SECURITIES, LLC | $777,342 | 14,504 | Added |
| 21 | MGO ONE SEVEN LLC | $653,504 | 13,540 | Added |
| 22 | Summit Financial, LLC | $476,138 | 8,884 | Trimmed |
| 23 | Summit Trail Advisors, LLC | $350,779 | 6,545 | New |
| 24 | Ridge Creek Global, Inc | $286,626 | 5,348 | Hold |
| 25 | EXENCIAL WEALTH ADVISORS, LLC | $275,747 | 5,145 | Hold |