| 1 | AlTi Global, Inc. | $154.4M | 4.9M | Added |
| 2 | Fiduciary Trust Co | $153.8M | 4.9M | Trimmed |
| 3 | Cerity Partners OCIO LLC | $73.0M | 2.3M | Trimmed |
| 4 | LPL Financial LLC | $9.9M | 317,542 | Trimmed |
| 5 | STIFEL FINANCIAL CORP | $7.7M | 247,310 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $5.8M | 185,481 | Added |
| 7 | ELEVATION POINT WEALTH PARTNERS, LLC | $5.7M | 182,710 | Added |
| 8 | Vestmark Advisory Solutions, Inc. | $5.7M | 182,005 | Added |
| 9 | Rockefeller Capital Management L.P. | $3.6M | 114,087 | Added |
| 10 | EASTERN BANK | $3.1M | 98,217 | Added |
| 11 | Summit Trail Advisors, LLC | $2.9M | 91,619 | Added |
| 12 | SCS Capital Management LLC | $2.6M | 83,600 | Hold |
| 13 | Arax Advisory Partners | $2.2M | 71,332 | Added |
| 14 | MARSHALL INVESTMENT MANAGEMENT, LLC | $2.1M | 65,788 | Added |
| 15 | TOUNJIAN ADVISORY PARTNERS, LLC | $2.0M | 64,012 | New |
| 16 | Cetera Investment Advisers | $1.9M | 61,452 | New |
| 17 | Integrated Wealth Concepts LLC | $1.8M | 56,722 | Added |
| 18 | HBW ADVISORY SERVICES LLC | $1.6M | 52,063 | Added |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5M | 49,236 | Trimmed |
| 20 | UBS Group AG | $1.3M | 41,692 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $1.2M | 39,477 | Trimmed |
| 22 | Modern Wealth Management, LLC | $1.1M | 34,023 | Trimmed |
| 23 | Signal Advisors Wealth, LLC | $1.0M | 32,040 | New |
| 24 | Legacy Wealth Managment, LLC/ID | $963,481 | 30,782 | Added |
| 25 | StoneX Group Inc. | $917,309 | 29,306 | Added |