| 1 | OXFORD FINANCIAL GROUP, LTD. LLC | $192.5M | 3.9M | Trimmed |
| 2 | WELLS FARGO & COMPANY/MN | $58.7M | 1.2M | Added |
| 3 | LPL Financial LLC | $54.5M | 1.1M | Added |
| 4 | Royal Bank of Canada | $45.7M | 916,922 | Added |
| 5 | Rockefeller Capital Management L.P. | $25.1M | 503,418 | Added |
| 6 | One Charles Private Wealth Services, LLC | $24.2M | 484,447 | Trimmed |
| 7 | UBS Group AG | $23.0M | 460,192 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $15.9M | 319,322 | Added |
| 9 | FIRST FOUNDATION ADVISORS | $15.9M | 318,044 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $15.5M | 311,549 | Added |
| 11 | CAPTRUST FINANCIAL ADVISORS | $15.0M | 301,382 | Added |
| 12 | Janney Montgomery Scott LLC | $14.9M | 299,067 | Trimmed |
| 13 | Hilltop National Bank | $14.0M | 280,389 | Hold |
| 14 | MAI Capital Management | $13.6M | 271,806 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $13.2M | 264,151 | Trimmed |
| 16 | Coastal Bridge Advisors, LLC | $13.0M | 260,680 | Added |
| 17 | Aptus Capital Advisors, LLC | $12.7M | 253,900 | Added |
| 18 | Private Advisor Group, LLC | $11.5M | 229,553 | Added |
| 19 | DIVERSIFIED MANAGEMENT INC | $11.2M | 224,829 | Trimmed |
| 20 | Focus Partners Wealth | $10.6M | 211,977 | Added |
| 21 | Longview Financial Advisors, Inc. | $9.3M | 187,257 | Added |
| 22 | Independent Family Office, LLC | $7.9M | 158,665 | Added |
| 23 | Kestra Investment Management, LLC | $7.8M | 155,518 | Added |
| 24 | NCM Capital Management, LLC | $7.7M | 153,838 | Added |
| 25 | PECAUT & CO. | $7.6M | 152,906 | Added |