| 1 | OXFORD FINANCIAL GROUP, LTD. LLC | $205.5M | 3.9M | Trimmed |
| 2 | LPL Financial LLC | $50.4M | 968,455 | Trimmed |
| 3 | Royal Bank of Canada | $43.2M | 829,646 | Added |
| 4 | WELLS FARGO & COMPANY/MN | $42.5M | 816,891 | Added |
| 5 | UBS Group AG | $27.0M | 519,499 | Added |
| 6 | One Charles Private Wealth Services, LLC | $25.8M | 495,718 | Trimmed |
| 7 | Rockefeller Capital Management L.P. | $22.7M | 436,945 | Added |
| 8 | Bank of New York Mellon Corp | $22.6M | 433,834 | Added |
| 9 | Bayshore Capital Advisors, LLC | $17.2M | 330,506 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $16.4M | 315,797 | Added |
| 11 | Janney Montgomery Scott LLC | $15.7M | 302,310 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $15.4M | 295,915 | Added |
| 13 | CAPTRUST FINANCIAL ADVISORS | $14.9M | 285,691 | Added |
| 14 | Hilltop National Bank | $14.6M | 280,389 | Added |
| 15 | MAI Capital Management | $13.3M | 256,154 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $13.0M | 249,138 | Added |
| 17 | FIRST FOUNDATION ADVISORS | $12.8M | 246,486 | Added |
| 18 | DIVERSIFIED MANAGEMENT INC | $12.0M | 229,919 | Added |
| 19 | Aptus Capital Advisors, LLC | $11.6M | 223,258 | Added |
| 20 | Coastal Bridge Advisors, LLC | $10.0M | 191,817 | Added |
| 21 | Longview Financial Advisors, Inc. | $9.2M | 177,208 | Added |
| 22 | Focus Partners Wealth | $9.0M | 173,216 | Added |
| 23 | COOPER INVESTORS PTY LTD | $9.0M | 172,724 | New |
| 24 | Independent Family Office, LLC | $7.8M | 149,927 | Trimmed |
| 25 | PECAUT & CO. | $7.8M | 149,401 | Added |