| 1 | Stack Financial Management, Inc | $145.0M | 3.8M | Added |
| 2 | MORGAN STANLEY | $78.2M | 2.1M | Added |
| 3 | Ryan Investment Management, Inc. | $34.0M | 897,285 | New |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $33.4M | 881,839 | Trimmed |
| 5 | JANE STREET GROUP, LLC | $31.3M | 825,483 | Added |
| 6 | CITADEL ADVISORS LLC | $30.5M | 804,526 | Trimmed |
| 7 | UBS Group AG | $23.5M | 619,453 | Added |
| 8 | Robertson Stephens Wealth Management, LLC | $22.9M | 602,863 | New |
| 9 | Three Seasons Wealth, LLC | $20.5M | 540,662 | New |
| 10 | Stratos Wealth Advisors, LLC | $19.2M | 506,568 | Added |
| 11 | FOURPATH CAPITAL MANAGEMENT, LLC | $17.6M | 464,668 | New |
| 12 | Focus Partners Wealth | $15.8M | 415,359 | Added |
| 13 | HighTower Advisors, LLC | $15.6M | 411,283 | New |
| 14 | Kaydan Wealth Management, Inc. | $14.7M | 387,723 | New |
| 15 | Mirador Capital Partners LP | $13.4M | 352,756 | New |
| 16 | Deane Retirement Strategies, Inc. | $13.0M | 342,365 | New |
| 17 | FSA WEALTH PARTNERS, INC. | $12.0M | 316,533 | New |
| 18 | Arete Wealth Advisors, LLC | $10.9M | 286,134 | New |
| 19 | Arkadios Wealth Advisors | $10.8M | 283,914 | New |
| 20 | Rothschild Capital Partners, LLC | $9.4M | 248,968 | New |
| 21 | MOULTON WEALTH MANAGEMENT, INC | $7.6M | 202,391 | New |
| 22 | GUARDIAN WEALTH ADVISORS, LLC / NC | $7.4M | 195,208 | New |
| 23 | CPR Investments Inc. | $7.3M | 192,415 | Trimmed |
| 24 | Axiom Investment Management LLC | $7.2M | 188,600 | Added |
| 25 | Mariner, LLC | $6.7M | 176,511 | New |