| 1 | STRAIGHTLINE GROUP LLC | $30.8M | 948,387 | Added |
| 2 | Foundations Investment Advisors, LLC | $28.8M | 888,523 | Added |
| 3 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $26.2M | 807,928 | Trimmed |
| 4 | UBS Group AG | $13.4M | 412,233 | Added |
| 5 | WADDELL & ASSOCIATES, LLC | $10.7M | 328,686 | Trimmed |
| 6 | Santori & Peters, Inc. | $7.6M | 234,697 | Trimmed |
| 7 | HF Advisory Group, LLC | $4.9M | 149,640 | Added |
| 8 | BANK OF MONTREAL /CAN/ | $4.0M | 123,579 | Added |
| 9 | Clear Point Advisors Inc. | $4.0M | 123,241 | New |
| 10 | Main Street Financial Solutions, LLC | $3.2M | 99,549 | Added |
| 11 | Csenge Advisory Group | $2.9M | 88,446 | Trimmed |
| 12 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $2.4M | 73,774 | Hold |
| 13 | Socha Financial Group, LLC | $1.5M | 47,241 | Trimmed |
| 14 | Cambridge Investment Research Advisors, Inc. | $1.2M | 36,716 | Trimmed |
| 15 | Southeast Asset Advisors, LLC | $1.1M | 33,516 | Hold |
| 16 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $934,400 | 28,849 | Trimmed |
| 17 | AVAII WEALTH MANAGEMENT, LLC | $742,252 | 22,882 | Trimmed |
| 18 | Capital Investment Advisors, LLC | $735,773 | 22,683 | Trimmed |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $672,075 | 20,719 | Trimmed |
| 20 | Sepio Capital, LP | $561,852 | 17,321 | Hold |
| 21 | HRT FINANCIAL LP | $555,000 | 17,122 | Added |
| 22 | CITADEL ADVISORS LLC | $533,696 | 16,453 | Trimmed |
| 23 | United Advisor Group, LLC | $349,580 | 10,777 | Added |
| 24 | Corient Private Wealth LLC | $288,760 | 8,902 | Hold |
| 25 | AQR CAPITAL MANAGEMENT LLC | $275,006 | 8,478 | Hold |