| 1 | JPMORGAN CHASE & CO | $6.81B | 88.1M | Trimmed |
| 2 | Elm Partners Management LLC | $51.1M | 656,570 | Added |
| 3 | MORGAN STANLEY | $34.7M | 445,806 | Added |
| 4 | Legacy CG, LLC | $31.3M | 402,641 | Trimmed |
| 5 | GREENWOOD CAPITAL ASSOCIATES LLC | $29.5M | 379,654 | Trimmed |
| 6 | Permanens Capital L.P. | $29.2M | 376,103 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $28.0M | 359,839 | Added |
| 8 | UBS Group AG | $24.6M | 315,727 | Trimmed |
| 9 | LPL Financial LLC | $18.1M | 232,476 | Trimmed |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15.8M | 202,969 | New |
| 11 | CITADEL ADVISORS LLC | $10.3M | 132,952 | New |
| 12 | Robertson Stephens Wealth Management, LLC | $10.0M | 128,386 | Trimmed |
| 13 | NORTHERN TRUST CORP | $9.6M | 123,735 | Added |
| 14 | 1 NORTH WEALTH SERVICES LLC | $9.3M | 119,430 | Added |
| 15 | BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | $9.0M | 115,943 | Added |
| 16 | Curbstone Financial Management Corp | $5.0M | 64,390 | Added |
| 17 | MML INVESTORS SERVICES, LLC | $4.7M | 60,151 | Added |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.6M | 58,639 | Added |
| 19 | Secure Asset Management, LLC | $4.5M | 58,459 | Added |
| 20 | Dorsey & Whitney Trust CO LLC | $4.3M | 54,694 | Trimmed |
| 21 | Beacon Pointe Advisors, LLC | $4.0M | 51,297 | Added |
| 22 | FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $3.6M | 46,336 | Added |
| 23 | Quantinno Capital Management LP | $3.1M | 40,422 | Trimmed |
| 24 | Medallion Wealth Advisors, LLC | $3.0M | 64,582 | Added |
| 25 | Rockefeller Capital Management L.P. | $2.5M | 32,788 | Added |