| 1 | Ballentine Partners, LLC | $168.7M | 2.5M | Added |
| 2 | Pictet Asset Management Holding SA | $114.1M | 1.7M | Trimmed |
| 3 | TD Waterhouse Canada Inc. | $112.8M | 1.7M | Added |
| 4 | Waldron Private Wealth LLC | $45.8M | 688,085 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $42.8M | 642,333 | Trimmed |
| 6 | PRINCIPAL FINANCIAL GROUP INC | $39.2M | 588,598 | Trimmed |
| 7 | EVERGREEN CAPITAL MANAGEMENT LLC | $24.2M | 362,646 | Added |
| 8 | COUNTRY TRUST BANK | $23.8M | 356,717 | Trimmed |
| 9 | FSM Wealth Advisors, LLC | $20.9M | 313,477 | Added |
| 10 | Pacific Life Fund Advisors LLC | $20.4M | 306,763 | New |
| 11 | NAPLES GLOBAL ADVISORS, LLC | $12.8M | 192,881 | Added |
| 12 | Aprio Wealth Management, LLC | $12.2M | 182,915 | Added |
| 13 | PRINCIPAL SECURITIES, INC. | $10.7M | 160,277 | Added |
| 14 | Symphony Financial, Ltd. Co. | $10.6M | 158,025 | Added |
| 15 | KEYBANK NATIONAL ASSOCIATION/OH | $9.5M | 142,596 | Added |
| 16 | SAGE FINANCIAL GROUP INC | $8.5M | 128,052 | Added |
| 17 | 1 NORTH WEALTH SERVICES LLC | $7.5M | 112,902 | Added |
| 18 | BANQUE PICTET & CIE SA | $7.2M | 108,668 | Added |
| 19 | Tepp RIA, LLC | $7.1M | 106,665 | Added |
| 20 | ARRIEN INVESTMENTS, INC. | $6.7M | 100,573 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $6.4M | 95,923 | Added |
| 22 | Maryland State Retirement & Pension System | $6.0M | 90,169 | Added |
| 23 | Fifth Third Wealth Advisors LLC | $5.9M | 88,493 | Added |
| 24 | Farther Finance Advisors, LLC | $5.8M | 87,564 | Added |
| 25 | Kestra Advisory Services, LLC | $5.6M | 84,609 | Added |