| 1 | WHITTIER TRUST CO | $69.1M | 347,840 | Added |
| 2 | WHITTIER TRUST CO OF NEVADA INC | $34.8M | 177,475 | Added |
| 3 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $28.2M | 140,737 | Added |
| 4 | Chicago Partners Investment Group LLC | $18.8M | 99,464 | Trimmed |
| 5 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $16.5M | 82,329 | Trimmed |
| 6 | Merit Financial Group, LLC | $14.7M | 73,262 | Added |
| 7 | ASSETMARK, INC | $12.8M | 63,990 | Added |
| 8 | TABR Capital Management, LLC | $11.8M | 59,092 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $11.6M | 57,960 | Added |
| 10 | SENTINEL TRUST CO LBA | $10.9M | 54,480 | Trimmed |
| 11 | PARK AVENUE SECURITIES LLC | $10.3M | 51,702 | Added |
| 12 | Baker Avenue Asset Management, LP | $9.8M | 49,177 | Added |
| 13 | ARKANSAS FINANCIAL GROUP, INC. | $9.6M | 47,956 | Trimmed |
| 14 | Frank, Rimerman Advisors LLC | $9.4M | 47,005 | Trimmed |
| 15 | JOHNSON INVESTMENT COUNSEL INC | $6.8M | 33,968 | Added |
| 16 | Finley Financial, LLC | $6.4M | 32,170 | Trimmed |
| 17 | Cambridge Investment Research Advisors, Inc. | $4.6M | 22,900 | Trimmed |
| 18 | Noble Family Wealth, LLC | $4.2M | 20,998 | Hold |
| 19 | Institute for Wealth Management, LLC. | $4.0M | 20,048 | Hold |
| 20 | STEPHENS INC /AR/ | $3.8M | 18,938 | Trimmed |
| 21 | CAMELOT TECHNOLOGY ADVISORS, INC. | $3.8M | 18,894 | Added |
| 22 | Evanson Financial, LLC | $2.9M | 14,272 | New |
| 23 | Indiana Trust & Investment Management Co | $2.8M | 13,830 | Hold |
| 24 | EMC Capital Management | $2.3M | 11,741 | Hold |
| 25 | GHP Investment Advisors, Inc. | $2.1M | 10,704 | Trimmed |