| 1 | SEI INVESTMENTS CO | $12.7M | 218,541 | Trimmed |
| 2 | BAILARD, INC. | $7.7M | 133,396 | Added |
| 3 | Invera Wealth Advisors, LLC | $5.7M | 98,999 | Trimmed |
| 4 | Values Added Financial LLC | $5.4M | 92,810 | Added |
| 5 | RWA WEALTH PARTNERS, LLC | $3.4M | 59,353 | Added |
| 6 | Balanced Rock Investment Advisors LLC | $2.4M | 41,421 | Trimmed |
| 7 | Atlantic Private Wealth, LLC | $1.7M | 29,966 | Trimmed |
| 8 | Robertson Stephens Wealth Management, LLC | $1.7M | 29,447 | Trimmed |
| 9 | Walkner Condon Financial Advisors LLC | $1.4M | 24,689 | Trimmed |
| 10 | Plum Street Advisors, LLC | $1.4M | 24,003 | Added |
| 11 | LAZARD ASSET MANAGEMENT LLC | $1.3M | 21,696 | Hold |
| 12 | Creative Planning | $1.2M | 21,457 | Added |
| 13 | SageView Advisory Group, LLC | $1.2M | 19,988 | Added |
| 14 | Royal Bank of Canada | $984,000 | 16,964 | Added |
| 15 | OSAIC HOLDINGS, INC. | $970,344 | 16,746 | Added |
| 16 | Beacon Pointe Advisors, LLC | $835,876 | 14,425 | Added |
| 17 | Fairlight Advisors | $776,575 | 13,402 | New |
| 18 | Pathstone Holdings, LLC | $750,152 | 12,946 | Added |
| 19 | GOULD ASSET MANAGEMENT LLC /CA/ | $727,206 | 12,550 | Hold |
| 20 | MML INVESTORS SERVICES, LLC | $611,554 | 10,554 | Added |
| 21 | Ally Invest Advisors Inc. | $608,281 | 10,498 | Added |
| 22 | Stratos Wealth Partners, LTD. | $585,912 | 10,111 | Added |
| 23 | BROWN ADVISORY INC | $580,374 | 10,016 | New |
| 24 | MAI Capital Management | $573,389 | 9,895 | Added |
| 25 | Haverford Trust Co | $571,103 | 9,856 | Hold |