| 1 | Rock Creek Group, LP | $82.7M | 1.1M | Added |
| 2 | RiverFront Investment Group, LLC | $56.5M | 761,074 | New |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $56.0M | 754,539 | New |
| 4 | NewEdge Wealth, LLC | $53.6M | 722,409 | Trimmed |
| 5 | Turim 21 Investimentos Ltda. | $35.4M | 476,912 | Added |
| 6 | Alpine Bank Wealth Management | $32.4M | 436,406 | New |
| 7 | Inlight Wealth Management, LLC | $25.7M | 346,131 | Added |
| 8 | Royal Bank of Canada | $25.6M | 344,621 | Trimmed |
| 9 | CIBC Bancorp USA Inc. | $22.0M | 295,388 | Added |
| 10 | Summit Trail Advisors, LLC | $19.7M | 265,634 | Trimmed |
| 11 | RAYMOND JAMES FINANCIAL INC | $18.9M | 254,554 | Added |
| 12 | MERCER GLOBAL ADVISORS INC /ADV | $17.5M | 235,520 | Added |
| 13 | Cascade Financial Partners, LLC | $16.9M | 227,206 | Added |
| 14 | Checchi Capital Advisers, LLC | $13.5M | 181,581 | Trimmed |
| 15 | LPL Financial LLC | $12.7M | 171,289 | Added |
| 16 | MORGAN STANLEY | $11.6M | 155,722 | Trimmed |
| 17 | Plum Street Advisors, LLC | $7.8M | 104,941 | Added |
| 18 | Beacon Pointe Advisors, LLC | $7.4M | 100,175 | Trimmed |
| 19 | UBS Group AG | $7.1M | 95,828 | Trimmed |
| 20 | Proficio Capital Partners LLC | $6.5M | 88,060 | Added |
| 21 | Janney Montgomery Scott LLC | $6.0M | 80,595 | New |
| 22 | BANK OF AMERICA CORP /DE/ | $5.7M | 76,850 | Added |
| 23 | Cresset Asset Management, LLC | $4.9M | 66,345 | Hold |
| 24 | Octavia Wealth Advisors, LLC | $4.8M | 64,896 | Added |
| 25 | MAYPORT, LLC | $4.4M | 59,894 | Hold |