| 1 | MORGAN STANLEY | $7.9M | 109,857 | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $6.7M | 92,910 | Added |
| 3 | Seven Bridges Advisors LLC | $6.1M | 84,248 | New |
| 4 | COURIER CAPITAL LLC | $5.5M | 76,379 | Added |
| 5 | UBS Group AG | $3.5M | 48,937 | Trimmed |
| 6 | 3EDGE Asset Management, LP | $2.9M | 39,772 | Added |
| 7 | Vontobel Holding Ltd. | $2.5M | 34,776 | Hold |
| 8 | FLOW TRADERS U.S. LLC | $2.5M | 34,155 | New |
| 9 | Virtus Family Office LLC | $2.1M | 28,641 | Added |
| 10 | JANE STREET GROUP, LLC | $1.7M | 22,970 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $1.4M | 19,713 | Added |
| 12 | Gotham Asset Management, LLC | $1.1M | 15,185 | Hold |
| 13 | LPL Financial LLC | $1.0M | 14,059 | Added |
| 14 | WELLS FARGO & COMPANY/MN | $628,767 | 8,737 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $590,823 | 8,211 | Trimmed |
| 16 | Baird Financial Group, Inc. | $581,162 | 8,075 | Added |
| 17 | Kestra Advisory Services, LLC | $550,928 | 7,655 | Added |
| 18 | DONALDSON CAPITAL MANAGEMENT, LLC | $530,923 | 7,377 | New |
| 19 | Financial Perspectives, Inc | $441,442 | 6,134 | Added |
| 20 | RWA WEALTH PARTNERS, LLC | $420,306 | 5,840 | Hold |
| 21 | Lynx Investment Advisory | $411,265 | 5,714 | Trimmed |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $393,892 | 5,473 | Added |
| 23 | HighTower Advisors, LLC | $391,517 | 5,440 | Trimmed |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $382,520 | 5,315 | Added |
| 25 | Forum Finance Group S.A. | $380,000 | 6,530 | Added |