| 1 | HighTower Advisors, LLC | $80.6M | 2.7M | Added |
| 2 | UBS Group AG | $41.7M | 1.4M | Trimmed |
| 3 | Rockefeller Capital Management L.P. | $28.5M | 951,354 | Added |
| 4 | Royal Bank of Canada | $26.0M | 866,449 | Added |
| 5 | ENZI WEALTH | $17.6M | 585,334 | Added |
| 6 | ELEVATION POINT WEALTH PARTNERS, LLC | $17.0M | 567,283 | Added |
| 7 | Vestmark Advisory Solutions, Inc. | $16.9M | 564,091 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $16.4M | 547,895 | Added |
| 9 | Garden State Investment Advisory Services LLC | $16.0M | 534,795 | Trimmed |
| 10 | Platform Technology Partners | $9.2M | 305,957 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $7.8M | 261,089 | Added |
| 12 | Bramshill Investments, LLC | $6.8M | 227,986 | Added |
| 13 | AXXCESS WEALTH MANAGEMENT, LLC | $5.4M | 181,283 | New |
| 14 | Darwin Wealth Management, LLC | $5.4M | 181,283 | Added |
| 15 | STIFEL FINANCIAL CORP | $5.1M | 170,694 | Added |
| 16 | Gladstone Institutional Advisory LLC | $4.1M | 138,297 | Added |
| 17 | KLINGENSTEIN FIELDS & CO LP | $3.9M | 129,299 | Trimmed |
| 18 | NewEdge Advisors, LLC | $3.8M | 126,407 | Added |
| 19 | Vise Technologies, Inc. | $3.6M | 119,385 | Added |
| 20 | CHAPIN DAVIS, INC. | $2.8M | 93,778 | Trimmed |
| 21 | Murphy, Middleton, Hinkle & Parker, Inc. | $2.8M | 92,945 | Hold |
| 22 | Steward Partners Investment Advisory, LLC | $2.2M | 74,115 | New |
| 23 | Magnus Financial Group LLC | $2.1M | 70,346 | Trimmed |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 60,421 | Added |
| 25 | OPPENHEIMER & CO INC | $1.7M | 57,246 | Trimmed |