| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $34.9M | 957,745 | Added |
| 2 | MORGAN STANLEY | $25.2M | 689,812 | Trimmed |
| 3 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $20.9M | 571,652 | Added |
| 4 | OPPENHEIMER ASSET MANAGEMENT INC. | $11.5M | 315,321 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $6.8M | 187,252 | Trimmed |
| 6 | ASPIRIANT, LLC | $6.6M | 181,887 | Added |
| 7 | One Capital Management, LLC | $6.6M | 180,668 | New |
| 8 | Equitable Holdings, Inc. | $5.8M | 158,230 | Added |
| 9 | Savant Capital, LLC | $5.4M | 147,780 | Added |
| 10 | IHT Wealth Management, LLC | $5.3M | 144,592 | Added |
| 11 | AMERIPRISE FINANCIAL INC | $5.3M | 143,940 | Trimmed |
| 12 | B. Riley Wealth Advisors, Inc. | $4.3M | 118,488 | Added |
| 13 | Royal Bank of Canada | $3.6M | 99,581 | Trimmed |
| 14 | Atria Investments, Inc | $3.0M | 80,928 | Added |
| 15 | KINGSWOOD WEALTH ADVISORS, LLC | $2.9M | 80,076 | Added |
| 16 | First Heartland Consultants, Inc. | $2.9M | 79,995 | Added |
| 17 | LPL Financial LLC | $2.8M | 77,610 | Added |
| 18 | CAPTRUST FINANCIAL ADVISORS | $2.6M | 72,286 | Trimmed |
| 19 | Cetera Investment Advisers | $2.5M | 69,431 | Added |
| 20 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $2.1M | 58,222 | Trimmed |
| 21 | CITADEL ADVISORS LLC | $2.1M | 57,949 | Added |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 44,938 | Trimmed |
| 23 | Farther Finance Advisors, LLC | $1.5M | 40,957 | Added |
| 24 | BANK OF AMERICA CORP /DE/ | $1.4M | 38,333 | Trimmed |
| 25 | RAYMOND JAMES FINANCIAL INC | $1.4M | 37,947 | Trimmed |