| 1 | JPMORGAN CHASE & CO | $270.3M | 5.7M | Added |
| 2 | FIRST FOUNDATION ADVISORS | $14.2M | 295,377 | Trimmed |
| 3 | National Philanthropic Trust | $13.2M | 275,191 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $9.3M | 193,613 | Added |
| 5 | ECLECTIC ASSOCIATES INC /ADV | $8.3M | 172,966 | Added |
| 6 | Anderson Financial Strategies, LLC | $8.2M | 158,241 | Added |
| 7 | Beta Wealth Group, Inc. | $5.8M | 120,973 | Added |
| 8 | LPL Financial LLC | $4.7M | 98,767 | Trimmed |
| 9 | OARSMAN CAPITAL, INC. | $4.4M | 92,339 | Added |
| 10 | Ducere Wealth Management LLC | $4.3M | 89,546 | Trimmed |
| 11 | TWO SIGMA INVESTMENTS, LP | $3.7M | 77,100 | Added |
| 12 | Cetera Investment Advisers | $2.7M | 55,979 | Added |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 41,496 | Added |
| 14 | 21 West Wealth Management LLC | $1.5M | 30,502 | Added |
| 15 | CENTRAL TRUST Co | $1.4M | 29,080 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $1.2M | 25,242 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 25,122 | Added |
| 18 | One Capital Management, LLC | $1.2M | 24,426 | Added |
| 19 | CITADEL ADVISORS LLC | $1.1M | 22,033 | New |
| 20 | Orion Porfolio Solutions, LLC | $942,020 | 19,597 | Added |
| 21 | SILVER OAK SECURITIES, INCORPORATED | $888,009 | 18,473 | Added |
| 22 | Bill Few Associates, Inc. | $815,892 | 16,973 | Added |
| 23 | GOLDMAN SACHS GROUP INC | $781,666 | 16,261 | Hold |
| 24 | Independence Asset Advisors, LLC | $698,299 | 14,527 | Added |
| 25 | Wealthcare Advisory Partners LLC | $647,017 | 13,460 | Added |