| 1 | Royal Bank of Canada | $3.8M | 42,181 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $3.7M | 41,853 | Trimmed |
| 3 | Harel Insurance Investments & Financial Services Ltd. | $3.4M | 37,715 | Added |
| 4 | LPL Financial LLC | $2.3M | 25,160 | Trimmed |
| 5 | FOSTER DYKEMA CABOT & PARTNERS, LLC | $1.9M | 21,421 | Hold |
| 6 | JANE STREET GROUP, LLC | $1.8M | 20,576 | Added |
| 7 | MORGAN STANLEY | $1.4M | 16,151 | Added |
| 8 | ASPIRIANT, LLC | $1.4M | 16,047 | Trimmed |
| 9 | OSAIC HOLDINGS, INC. | $1.2M | 13,490 | Added |
| 10 | Focus Partners Wealth | $1.1M | 12,857 | Hold |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.1M | 12,607 | Trimmed |
| 12 | UBS Group AG | $937,684 | 10,485 | Trimmed |
| 13 | Cetera Investment Advisers | $915,226 | 10,234 | Trimmed |
| 14 | Larson Financial Group LLC | $887,675 | 9,926 | Added |
| 15 | Brio Consultants, LLC | $857,775 | 9,592 | Added |
| 16 | Beacon Bank & Trust | $842,346 | 9,419 | Trimmed |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $832,599 | 9,310 | Added |
| 18 | JONES FINANCIAL COMPANIES LLLP | $804,957 | 9,122 | Added |
| 19 | Tolleson Wealth Management, Inc. | $803,087 | 8,980 | Hold |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $742,090 | 8,298 | Added |
| 21 | Vontobel Holding Ltd. | $739,144 | 8,265 | Trimmed |
| 22 | REGATTA CAPITAL GROUP, LLC | $708,238 | 7,919 | Added |
| 23 | MERCER GLOBAL ADVISORS INC /ADV | $682,707 | 7,634 | New |
| 24 | Weil Company, Inc. | $678,483 | 7,587 | Trimmed |
| 25 | Investment Research Partners LLC | $626,282 | 7,003 | Trimmed |