| 1 | JPMORGAN CHASE & CO | $28.2M | 327,802 | Added |
| 2 | MORGAN STANLEY | $18.9M | 224,935 | Added |
| 3 | GOLDMAN SACHS GROUP INC | $11.0M | 130,220 | Trimmed |
| 4 | BNP PARIBAS FINANCIAL MARKETS | $4.2M | 50,000 | Added |
| 5 | Royal Bank of Canada | $3.8M | 45,014 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $3.4M | 40,755 | Trimmed |
| 7 | UBS Group AG | $3.4M | 40,535 | Added |
| 8 | LPL Financial LLC | $3.3M | 39,396 | Added |
| 9 | CITIGROUP INC | $2.2M | 25,579 | Added |
| 10 | MEITAV INVESTMENT HOUSE LTD | $1.7M | 20,635 | Trimmed |
| 11 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $1.7M | 20,635 | Hold |
| 12 | HighTower Advisors, LLC | $1.5M | 17,982 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 17,679 | Trimmed |
| 14 | Lane Generational LLC | $1.3M | 14,849 | New |
| 15 | Cambridge Investment Research Advisors, Inc. | $1.2M | 13,789 | Added |
| 16 | CITADEL ADVISORS LLC | $1.0M | 11,965 | New |
| 17 | Avior Wealth Management, LLC | $990,713 | 11,762 | New |
| 18 | PACIFIC SUN FINANCIAL CORP | $894,944 | 10,625 | Trimmed |
| 19 | RAYMOND JAMES FINANCIAL INC | $850,269 | 10,095 | Trimmed |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $762,450 | 9,052 | Added |
| 21 | Corient Private Wealth LLC | $748,806 | 8,890 | Trimmed |
| 22 | Cornerstone Advisory, LLC | $673,840 | 8,000 | Hold |
| 23 | HARBOUR INVESTMENTS, INC. | $643,938 | 7,645 | Hold |
| 24 | Wealthfront Advisers LLC | $622,375 | 7,389 | Added |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $607,041 | 7,207 | Trimmed |