| 1 | TRAPHAGEN INVESTMENT ADVISORS LLC | $22.8M | 1.1M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $22.2M | 1.0M | New |
| 3 | ASSETMARK, INC | $11.8M | 551,292 | Added |
| 4 | Amplius Wealth Advisors, LLC | $11.4M | 533,985 | Trimmed |
| 5 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $8.1M | 378,328 | New |
| 6 | UBS Group AG | $8.0M | 374,143 | Added |
| 7 | JANE STREET GROUP, LLC | $6.6M | 306,266 | Added |
| 8 | New England Private Wealth Advisors LLC | $6.2M | 273,013 | New |
| 9 | Royal Bank of Canada | $3.1M | 144,925 | Added |
| 10 | Cerity Partners LLC | $2.9M | 133,525 | Added |
| 11 | Apollon Wealth Management, LLC | $2.8M | 131,381 | Added |
| 12 | Ashton Thomas Private Wealth, LLC | $2.7M | 123,963 | New |
| 13 | AQR CAPITAL MANAGEMENT LLC | $2.1M | 99,800 | Hold |
| 14 | Ducere Wealth Management LLC | $2.1M | 98,624 | Added |
| 15 | TRANSCEND CAPITAL ADVISORS, LLC | $2.0M | 95,415 | Added |
| 16 | FINANCIAL MANAGEMENT NETWORK INC | $2.0M | 87,661 | Trimmed |
| 17 | HighTower Advisors, LLC | $1.8M | 81,998 | Trimmed |
| 18 | Mesirow Financial Investment Management, Inc. | $1.4M | 64,458 | Added |
| 19 | LPL Financial LLC | $1.1M | 52,588 | Added |
| 20 | Accurate Wealth Management, LLC | $1.1M | 47,618 | Added |
| 21 | Ferguson Shapiro LLC | $1.0M | 47,456 | New |
| 22 | Camarda Financial Advisors, LLC | $940,830 | 43,882 | Added |
| 23 | Steward Partners Investment Advisory, LLC | $929,317 | 43,345 | Added |
| 24 | Fiduciary Trust Co | $849,732 | 39,633 | New |
| 25 | Virtus Family Office LLC | $735,156 | 34,289 | Added |