| 1 | Catalyst Capital Advisors LLC | $69.8M | 1.5M | Added |
| 2 | Millburn Ridgefield LLC /DE/ | $69.8M | 1.5M | Added |
| 3 | TD Asset Management Inc | $56.7M | 1.2M | Hold |
| 4 | Fisher Asset Management, LLC | $52.5M | 1.1M | Trimmed |
| 5 | ASSETMARK, INC | $28.2M | 610,806 | Added |
| 6 | Union Bancaire Privee, UBP SA | $21.8M | 472,526 | Trimmed |
| 7 | Rathbones Group PLC | $18.4M | 398,753 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $14.7M | 317,545 | Trimmed |
| 9 | Vontobel Holding Ltd. | $12.8M | 276,703 | Trimmed |
| 10 | PRINCIPAL SECURITIES, INC. | $11.2M | 242,982 | Trimmed |
| 11 | Rothschild & Co Wealth Management UK Ltd | $8.0M | 173,384 | Trimmed |
| 12 | GHP Investment Advisors, Inc. | $7.5M | 162,936 | Trimmed |
| 13 | Sharper & Granite LLC | $7.0M | 152,647 | Added |
| 14 | Pictet North America Advisors SA | $6.5M | 139,982 | Added |
| 15 | Ascent Group, LLC | $5.2M | 112,159 | Added |
| 16 | EVERGREEN CAPITAL MANAGEMENT LLC | $4.5M | 97,503 | Added |
| 17 | Sarasin & Partners LLP | $4.0M | 86,957 | Trimmed |
| 18 | Strategic Financial Partners, Ltd. | $2.3M | 49,747 | New |
| 19 | Prospera Financial Services Inc | $2.3M | 49,591 | Trimmed |
| 20 | PARK AVENUE SECURITIES LLC | $2.3M | 49,289 | Added |
| 21 | Cambridge Investment Research Advisors, Inc. | $2.2M | 48,632 | Added |
| 22 | MATAURO, LLC | $2.1M | 45,664 | Trimmed |
| 23 | Robertson Stephens Wealth Management, LLC | $2.1M | 45,078 | Trimmed |
| 24 | Y-Intercept (Hong Kong) Ltd | $1.7M | 37,258 | Added |
| 25 | Vertex Investment Solutions Co., Ltd. | $1.7M | 36,900 | Added |