| 1 | AMERICAN CENTURY COMPANIES INC | $22.2M | 320,717 | Added |
| 2 | Tortoise Investment Management, LLC | $12.8M | 184,695 | Added |
| 3 | Index Fund Advisors, Inc. | $10.8M | 155,463 | Added |
| 4 | Cornerstone Wealth Partners, LLC | $8.7M | 126,209 | Added |
| 5 | Timonier Family Office, LTD. | $5.7M | 82,404 | Added |
| 6 | JANE STREET GROUP, LLC | $3.0M | 43,555 | Trimmed |
| 7 | Richard P Slaughter Associates Inc | $2.2M | 31,618 | New |
| 8 | Ariadne Wealth Management, LP | $1.9M | 26,831 | Added |
| 9 | Beacon Pointe Advisors, LLC | $1.5M | 20,930 | Added |
| 10 | VISTA CAPITAL PARTNERS, INC. | $1.4M | 19,926 | Trimmed |
| 11 | ARK & TLK INVESTMENTS, LLC | $1.3M | 19,253 | Added |
| 12 | Cypress Point Wealth Management, LLC | $1.3M | 18,648 | Added |
| 13 | Avior Wealth Management, LLC | $1.1M | 15,259 | Trimmed |
| 14 | Cloud Capital Management, LLC | $817,000 | 11,791 | Added |
| 15 | Three Arch Wealth Management LLC | $814,079 | 11,743 | Hold |
| 16 | ERn Financial, LLC | $749,191 | 10,807 | Added |
| 17 | LAM GROUP, INC. | $682,501 | 9,845 | Added |
| 18 | Plancorp, LLC | $542,066 | 8,065 | Added |
| 19 | Kane Co Wealth Management, Inc. | $403,621 | 5,822 | Added |
| 20 | B&D White Capital Company, LLC | $379,483 | 5,474 | Added |
| 21 | CARDIFF PARK ADVISORS, LLC | $361,602 | 5,216 | Added |
| 22 | Mills Wealth Advisors LLC | $292,178 | 4,215 | Added |
| 23 | OneDigital Investment Advisors LLC | $260,741 | 3,761 | New |
| 24 | WorthPointe, LLC | $247,766 | 3,574 | New |
| 25 | Corient Private Wealth LLC | $226,201 | 3,263 | Added |