| 1 | Fiduciary Trust Co | $162.2M | 5.0M | Trimmed |
| 2 | AlTi Global, Inc. | $149.1M | 4.6M | Added |
| 3 | Cerity Partners OCIO LLC | $76.2M | 2.4M | Hold |
| 4 | LPL Financial LLC | $10.5M | 326,424 | Added |
| 5 | STIFEL FINANCIAL CORP | $7.9M | 246,148 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $5.7M | 176,847 | Added |
| 7 | ELEVATION POINT WEALTH PARTNERS, LLC | $5.2M | 161,129 | New |
| 8 | Vestmark Advisory Solutions, Inc. | $5.2M | 160,579 | New |
| 9 | Rockefeller Capital Management L.P. | $3.6M | 111,366 | Trimmed |
| 10 | CWM, LLC | $3.5M | 109,930 | Added |
| 11 | Summit Trail Advisors, LLC | $2.8M | 88,414 | Trimmed |
| 12 | SCS Capital Management LLC | $2.7M | 83,600 | Hold |
| 13 | EASTERN BANK | $2.5M | 78,778 | Trimmed |
| 14 | Arax Advisory Partners | $2.2M | 68,849 | Added |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 56,454 | New |
| 16 | HBW ADVISORY SERVICES LLC | $1.6M | 51,215 | Added |
| 17 | MARSHALL INVESTMENT MANAGEMENT, LLC | $1.6M | 50,583 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $1.3M | 41,330 | Added |
| 19 | Integrated Wealth Concepts LLC | $1.3M | 40,279 | Trimmed |
| 20 | UBS Group AG | $1.2M | 38,353 | Added |
| 21 | JANE STREET GROUP, LLC | $1.2M | 38,167 | Added |
| 22 | Royal Bank of Canada | $1.2M | 36,454 | Added |
| 23 | Modern Wealth Management, LLC | $1.1M | 34,618 | Added |
| 24 | Concurrent Investment Advisors, LLC | $885,417 | 27,532 | Added |
| 25 | Legacy Wealth Managment, LLC/ID | $836,836 | 26,021 | Trimmed |