| 1 | MORGAN STANLEY | $13.9M | 747,551 | Added |
| 2 | LPL Financial LLC | $11.6M | 623,635 | Trimmed |
| 3 | Fifth Third Securities, Inc. | $6.3M | 341,155 | Added |
| 4 | TWO SIGMA INVESTMENTS, LP | $3.1M | 168,147 | Hold |
| 5 | Heartwood Wealth Advisors LLC | $2.9M | 154,504 | Added |
| 6 | Summit Financial, LLC | $2.8M | 149,371 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $2.7M | 146,246 | Added |
| 8 | AMERIPRISE FINANCIAL INC | $2.5M | 132,441 | Added |
| 9 | LMCG INVESTMENTS, LLC | $2.3M | 122,341 | Added |
| 10 | WELLS FARGO & COMPANY/MN | $1.8M | 98,000 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 94,199 | Added |
| 12 | JANE STREET GROUP, LLC | $1.6M | 87,669 | Added |
| 13 | Pasadena Private Wealth, LLC | $1.3M | 71,041 | New |
| 14 | MassMutual Private Wealth & Trust, FSB | $1.1M | 58,431 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $809,181 | 43,575 | Added |
| 16 | JONES FINANCIAL COMPANIES LLLP | $802,281 | 42,880 | Added |
| 17 | RAYMOND JAMES FINANCIAL INC | $680,969 | 36,670 | Added |
| 18 | MML INVESTORS SERVICES, LLC | $662,709 | 35,687 | Added |
| 19 | Tower Research Capital LLC (TRC) | $631,083 | 33,984 | Trimmed |
| 20 | OneDigital Investment Advisors LLC | $589,957 | 31,769 | New |
| 21 | D. E. Shaw & Co., Inc. | $456,766 | 24,597 | Trimmed |
| 22 | Royal Bank of Canada | $294,000 | 15,803 | Added |
| 23 | Sunpointe, LLC | $269,170 | 14,495 | Added |
| 24 | Cetera Investment Advisers | $257,481 | 13,865 | Added |
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $245,642 | 13,235 | Trimmed |