| 1 | Integrated Wealth Concepts LLC | $69.2M | 663,610 | Added |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $60.3M | 578,373 | Trimmed |
| 3 | Dale Q Rice Investment Management Ltd | $47.8M | 458,314 | Added |
| 4 | CITADEL ADVISORS LLC | $30.7M | 294,921 | Added |
| 5 | JANE STREET GROUP, LLC | $19.9M | 191,163 | Added |
| 6 | Mariner, LLC | $9.1M | 8.7M | Trimmed |
| 7 | Dedeker Financial LLC | $8.9M | 85,705 | Trimmed |
| 8 | MERCER GLOBAL ADVISORS INC /ADV | $8.5M | 81,681 | New |
| 9 | BLAIR WILLIAM & CO/IL | $6.1M | 58,182 | Trimmed |
| 10 | HUB Investment Partners, LLC | $2.6M | 25,253 | Added |
| 11 | AVAII WEALTH MANAGEMENT, LLC | $2.6M | 24,864 | Hold |
| 12 | Retirement Planning Co of New England, Inc. | $2.6M | 24,707 | Trimmed |
| 13 | Simplicity Wealth,LLC | $2.2M | 20,821 | New |
| 14 | Beaton Management Co. Inc. | $2.0M | 19,480 | Trimmed |
| 15 | Quantinno Capital Management LP | $1.8M | 16,953 | Trimmed |
| 16 | Focus Partners Wealth | $1.6M | 15,236 | Trimmed |
| 17 | Chung Wu Investment Group, LLC | $1.5M | 14,370 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $1.4M | 13,540 | Added |
| 19 | Morse Asset Management, Inc | $1.4M | 13,397 | Trimmed |
| 20 | Client First Investment Management LLC | $1.1M | 10,756 | New |
| 21 | Prime Capital Investment Advisors, LLC | $1.1M | 10,426 | Added |
| 22 | Creative Planning | $1.1M | 10,411 | Added |
| 23 | Farther Finance Advisors, LLC | $1.0M | 9,948 | Added |
| 24 | Valeo Financial Advisors, LLC | $959,192 | 9,200 | Hold |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $809,325 | 8,347 | Trimmed |