| 1 | LPL Financial LLC | $20.6M | 368,670 | Added |
| 2 | STEPHENS INC /AR/ | $13.8M | 247,029 | Added |
| 3 | Sonoma Allocations LLC | $13.6M | 243,924 | Added |
| 4 | CATHY PARETO & ASSOCIATES, INC | $9.1M | 162,891 | Added |
| 5 | WESCAP Management Group, Inc. | $4.0M | 71,888 | Trimmed |
| 6 | GC Wealth Management RIA, LLC | $2.5M | 44,973 | Trimmed |
| 7 | Spinnaker Investment Group, LLC | $2.5M | 44,722 | Added |
| 8 | Sowell Financial Services LLC | $2.4M | 43,868 | Added |
| 9 | D.A. DAVIDSON & CO. | $2.4M | 43,426 | Added |
| 10 | Corient Private Wealth LLC | $2.3M | 41,678 | Added |
| 11 | INSIGNEO ADVISORY SERVICES, LLC | $1.8M | 32,662 | Added |
| 12 | UBS Group AG | $1.8M | 32,387 | Added |
| 13 | JOHNSON INVESTMENT COUNSEL INC | $1.5M | 27,100 | Hold |
| 14 | BANK OF AMERICA CORP /DE/ | $1.5M | 26,305 | New |
| 15 | CITADEL ADVISORS LLC | $1.4M | 25,705 | Trimmed |
| 16 | FLOW TRADERS U.S. LLC | $1.2M | 21,822 | New |
| 17 | Quantinno Capital Management LP | $1.2M | 21,277 | Trimmed |
| 18 | Janney Montgomery Scott LLC | $1.1M | 19,369 | New |
| 19 | MML INVESTORS SERVICES, LLC | $1.0M | 18,236 | Added |
| 20 | NewEdge Advisors, LLC | $1.0M | 18,198 | Added |
| 21 | HARBOUR INVESTMENTS, INC. | $954,428 | 17,101 | Added |
| 22 | Sanctuary Advisors, LLC | $891,586 | 15,975 | Added |
| 23 | E&G Advisors, LP | $883,863 | 15,837 | Added |
| 24 | JONES FINANCIAL COMPANIES LLLP | $874,527 | 15,834 | Trimmed |
| 25 | CARY STREET PARTNERS FINANCIAL LLC | $718,386 | 12,872 | Trimmed |