| 1 | JPMORGAN CHASE & CO | $997.6M | 15.8M | Added |
| 2 | MORGAN STANLEY | $115.0M | 1.8M | Trimmed |
| 3 | Lido Advisors, LLC | $49.4M | 773,438 | Added |
| 4 | LPL Financial LLC | $48.4M | 758,297 | Added |
| 5 | Janney Montgomery Scott LLC | $45.3M | 709,308 | Trimmed |
| 6 | Vestmark Advisory Solutions, Inc. | $43.6M | 682,817 | Trimmed |
| 7 | WNY Asset Management, LLC | $39.0M | 611,253 | Added |
| 8 | KELLY FINANCIAL GROUP LLC | $31.3M | 490,232 | Added |
| 9 | Pallas Capital Advisors LLC | $26.4M | 413,250 | Added |
| 10 | BURKETT FINANCIAL SERVICES, LLC | $22.2M | 347,312 | Added |
| 11 | DAYMARK WEALTH PARTNERS, LLC | $16.2M | 253,314 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $13.5M | 210,936 | Added |
| 13 | Wagner Wealth Management, LLC | $12.3M | 191,766 | Added |
| 14 | Cetera Investment Advisers | $12.2M | 190,207 | Added |
| 15 | Advantage Trust Co | $11.9M | 185,951 | Added |
| 16 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $10.2M | 160,225 | Hold |
| 17 | WJ Wealth Management, LLC | $7.8M | 121,850 | Added |
| 18 | Perigon Wealth Management, LLC | $7.5M | 116,753 | Added |
| 19 | JANE STREET GROUP, LLC | $7.4M | 116,141 | Trimmed |
| 20 | JONES FINANCIAL COMPANIES LLLP | $7.2M | 113,994 | Added |
| 21 | OSAIC HOLDINGS, INC. | $7.1M | 111,121 | Added |
| 22 | OLD MISSION CAPITAL LLC | $4.9M | 76,739 | Trimmed |
| 23 | NATIONAL BANK OF CANADA /FI/ | $4.5M | 70,500 | Trimmed |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.2M | 65,445 | Trimmed |
| 25 | Wayfinding Financial, LLC | $3.8M | 58,972 | Added |