| 1 | ALLIANCEBERNSTEIN L.P. | $1.04B | 24.4M | Added |
| 2 | JOHNSON INVESTMENT COUNSEL INC | $240.8M | 5.3M | Added |
| 3 | BBR PARTNERS, LLC | $220.8M | 4.9M | Added |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $44.2M | 972,770 | Added |
| 5 | LPL Financial LLC | $32.9M | 724,391 | Added |
| 6 | HB Wealth Management, LLC | $14.7M | 322,516 | Hold |
| 7 | Stratos Wealth Partners, LTD. | $13.0M | 286,343 | Added |
| 8 | KPP Advisory Services LLC | $9.4M | 207,651 | Added |
| 9 | D L CARLSON INVESTMENT GROUP INC | $3.6M | 80,217 | Trimmed |
| 10 | New Republic Capital, LLC | $2.7M | 59,521 | Trimmed |
| 11 | JANE STREET GROUP, LLC | $2.4M | 52,016 | Added |
| 12 | Cresset Asset Management, LLC | $2.2M | 49,412 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $2.2M | 48,815 | Added |
| 14 | Cornerstone Planning Group LLC | $2.0M | 42,921 | Trimmed |
| 15 | CIBC Bancorp USA Inc. | $1.9M | 41,243 | Added |
| 16 | GENESIS PRIVATE WEALTH, LLC | $1.9M | 41,048 | Added |
| 17 | RFG - Bristol Wealth Advisors, LLC | $1.7M | 38,157 | Added |
| 18 | CITADEL ADVISORS LLC | $1.3M | 28,538 | Added |
| 19 | BANK OF MONTREAL /CAN/ | $1.3M | 28,039 | Hold |
| 20 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.2M | 27,467 | Added |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 26,858 | Trimmed |
| 22 | Next Level Private LLC | $1.0M | 22,312 | Trimmed |
| 23 | Tanglewood Legacy Advisors, LLC | $975,026 | 21,448 | Hold |
| 24 | PNC Financial Services Group, Inc. | $954,660 | 21,000 | Trimmed |
| 25 | ALTERNA WEALTH MANAGEMENT, INC | $906,518 | 19,941 | Hold |