| 1 | BROWN BROTHERS HARRIMAN & CO | $403.4M | 7.6M | Trimmed |
| 2 | FRANKLIN RESOURCES INC | $87.1M | 1.6M | Trimmed |
| 3 | LPL Financial LLC | $80.5M | 1.5M | Trimmed |
| 4 | Mesirow Financial Investment Management, Inc. | $71.7M | 1.3M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $68.2M | 1.3M | Added |
| 6 | OSAIC HOLDINGS, INC. | $55.7M | 1.0M | Added |
| 7 | BROWN ADVISORY INC | $52.3M | 984,156 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $50.1M | 941,002 | Trimmed |
| 9 | AlTi Global, Inc. | $49.1M | 923,866 | Trimmed |
| 10 | Chemistry Wealth Management LLC | $49.0M | 921,681 | Added |
| 11 | Montis Financial, LLC | $42.5M | 799,755 | Trimmed |
| 12 | Ascension Capital Advisors, Inc. | $36.3M | 682,811 | Trimmed |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $29.2M | 530,243 | Added |
| 14 | Corient Private Wealth LLC | $28.4M | 533,957 | Trimmed |
| 15 | Financial Engines Advisors L.L.C. | $26.4M | 496,188 | Trimmed |
| 16 | RAYMOND JAMES FINANCIAL INC | $25.3M | 476,055 | Trimmed |
| 17 | WELLS FARGO & COMPANY/MN | $24.9M | 467,849 | Trimmed |
| 18 | ASSETMARK, INC | $24.5M | 461,214 | Trimmed |
| 19 | Urban Financial Advisory Corp | $23.2M | 435,971 | Trimmed |
| 20 | FLOW TRADERS U.S. LLC | $21.6M | 406,918 | New |
| 21 | Parisi Gray Wealth Management | $21.4M | 402,474 | Trimmed |
| 22 | UBS Group AG | $20.2M | 380,658 | Trimmed |
| 23 | Affiance Financial, LLC | $19.7M | 370,045 | Trimmed |
| 24 | Waverly Advisors, LLC | $19.7M | 369,950 | Trimmed |
| 25 | Ironwood Investment Counsel, LLC | $18.2M | 342,562 | Trimmed |