| 1 | Stack Financial Management, Inc | $91.7M | 2.8M | Trimmed |
| 2 | MORGAN STANLEY | $82.1M | 2.5M | Added |
| 3 | JANE STREET GROUP, LLC | $52.8M | 1.6M | Added |
| 4 | CITADEL ADVISORS LLC | $20.4M | 617,825 | Trimmed |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15.6M | 472,101 | Trimmed |
| 6 | Focus Partners Wealth | $14.3M | 434,134 | Added |
| 7 | Stratos Wealth Advisors, LLC | $14.3M | 431,591 | Trimmed |
| 8 | AXXCESS WEALTH MANAGEMENT, LLC | $10.2M | 309,272 | New |
| 9 | Jump Financial, LLC | $10.0M | 304,263 | Added |
| 10 | DRW Securities, LLC | $10.0M | 303,703 | New |
| 11 | IMC-Chicago, LLC | $8.1M | 244,436 | Added |
| 12 | GUARDIAN WEALTH ADVISORS, LLC / NC | $7.7M | 233,122 | Added |
| 13 | STERLING INVESTMENT MANAGEMENT, LLC | $7.6M | 230,707 | New |
| 14 | UBS Group AG | $6.5M | 196,849 | Trimmed |
| 15 | Vontobel Holding Ltd. | $5.2M | 158,166 | Added |
| 16 | Cetera Investment Advisers | $5.1M | 154,750 | Added |
| 17 | LPL Financial LLC | $5.1M | 154,363 | Added |
| 18 | CHATHAM CAPITAL GROUP, INC. | $4.8M | 145,615 | Trimmed |
| 19 | Axiom Investment Management LLC | $4.6M | 137,921 | Trimmed |
| 20 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $3.9M | 116,890 | Trimmed |
| 21 | Perigon Wealth Management, LLC | $3.8M | 113,804 | Added |
| 22 | Capital Wealth Planning, LLC | $3.1M | 93,608 | Added |
| 23 | AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | $3.1M | 92,223 | Added |
| 24 | Belpointe Asset Management LLC | $2.8M | 85,162 | Trimmed |
| 25 | J. Safra Sarasin Holding AG | $2.3M | 60,510 | Hold |