| 1 | ALLIANCEBERNSTEIN L.P. | $1.02B | 24.1M | Added |
| 2 | JOHNSON INVESTMENT COUNSEL INC | $219.7M | 5.2M | Added |
| 3 | BBR PARTNERS, LLC | $201.7M | 4.7M | Added |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $37.2M | 872,221 | Added |
| 5 | LPL Financial LLC | $30.0M | 704,398 | Added |
| 6 | HB Wealth Management, LLC | $13.8M | 322,516 | Trimmed |
| 7 | Stratos Wealth Partners, LTD. | $11.7M | 273,351 | Added |
| 8 | KPP Advisory Services LLC | $8.2M | 192,059 | Added |
| 9 | CWM, LLC | $3.6M | 85,385 | Added |
| 10 | D L CARLSON INVESTMENT GROUP INC | $3.6M | 84,033 | Trimmed |
| 11 | Independent Advisor Alliance | $2.9M | 67,699 | New |
| 12 | New Republic Capital, LLC | $2.6M | 61,784 | Hold |
| 13 | JANE STREET GROUP, LLC | $2.2M | 51,483 | Trimmed |
| 14 | Cornerstone Planning Group LLC | $1.9M | 42,922 | Added |
| 15 | CIBC Bancorp USA Inc. | $1.7M | 39,394 | New |
| 16 | RFG - Bristol Wealth Advisors, LLC | $1.5M | 35,755 | Trimmed |
| 17 | GENESIS PRIVATE WEALTH, LLC | $1.3M | 31,094 | Added |
| 18 | BANK OF MONTREAL /CAN/ | $1.2M | 28,039 | Trimmed |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 27,525 | Trimmed |
| 20 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.2M | 26,987 | New |
| 21 | Cresset Asset Management, LLC | $1.1M | 26,192 | New |
| 22 | RAYMOND JAMES FINANCIAL INC | $1.1M | 25,937 | Trimmed |
| 23 | Next Level Private LLC | $969,960 | 22,737 | Added |
| 24 | PNC Financial Services Group, Inc. | $938,520 | 22,000 | Trimmed |
| 25 | Tanglewood Legacy Advisors, LLC | $914,972 | 21,448 | Hold |