| 1 | UBS Group AG | $58.1M | 848,753 | Added |
| 2 | MORGAN STANLEY | $51.8M | 756,742 | Added |
| 3 | Annex Advisory Services, LLC | $50.7M | 741,102 | New |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $33.2M | 485,554 | Added |
| 5 | LPL Financial LLC | $22.9M | 335,262 | Trimmed |
| 6 | RAYMOND JAMES FINANCIAL INC | $17.2M | 251,111 | Added |
| 7 | Gray Foundation | $14.0M | 205,000 | Hold |
| 8 | Biltmore Family Office, LLC | $13.9M | 202,951 | Added |
| 9 | Royal Bank of Canada | $13.8M | 202,136 | Added |
| 10 | MinichMacGregor Wealth Management, LLC | $12.5M | 182,845 | New |
| 11 | Corient Private Wealth LLC | $12.4M | 180,684 | Trimmed |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.0M | 131,719 | Added |
| 13 | AMERIPRISE FINANCIAL INC | $7.8M | 114,135 | Trimmed |
| 14 | Carmel Capital Management L.L.C. | $6.8M | 98,940 | Hold |
| 15 | NTV Asset Management LLC | $6.0M | 87,045 | Trimmed |
| 16 | Crestwood Advisors Group, LLC | $5.5M | 79,881 | Added |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $5.5M | 79,675 | Trimmed |
| 18 | NATIONAL BANK OF CANADA /FI/ | $5.2M | 75,502 | Added |
| 19 | PRINCIPAL SECURITIES, INC. | $5.0M | 72,416 | Added |
| 20 | FLOW TRADERS U.S. LLC | $4.6M | 67,292 | New |
| 21 | Black Swift Group, LLC | $4.4M | 64,540 | New |
| 22 | OSAIC HOLDINGS, INC. | $4.3M | 63,347 | Added |
| 23 | Cetera Investment Advisers | $4.1M | 59,952 | Added |
| 24 | Stratos Wealth Partners, LTD. | $4.0M | 58,113 | Added |
| 25 | STIFEL FINANCIAL CORP | $3.9M | 57,497 | Added |