| 1 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $27.9M | 767,320 | Trimmed |
| 2 | MORGAN STANLEY | $26.4M | 726,092 | Added |
| 3 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $20.1M | 554,304 | Added |
| 4 | OPPENHEIMER ASSET MANAGEMENT INC. | $10.3M | 283,921 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $6.9M | 191,035 | Trimmed |
| 6 | ASPIRIANT, LLC | $6.2M | 170,215 | Added |
| 7 | AMERIPRISE FINANCIAL INC | $5.3M | 144,540 | Trimmed |
| 8 | Equitable Holdings, Inc. | $5.2M | 146,075 | Added |
| 9 | IHT Wealth Management, LLC | $5.1M | 141,492 | Trimmed |
| 10 | B. Riley Wealth Advisors, Inc. | $4.3M | 117,843 | Added |
| 11 | Royal Bank of Canada | $3.8M | 103,205 | Trimmed |
| 12 | KINGSWOOD WEALTH ADVISORS, LLC | $2.8M | 77,133 | Trimmed |
| 13 | LPL Financial LLC | $2.8M | 76,116 | Trimmed |
| 14 | CAPTRUST FINANCIAL ADVISORS | $2.8M | 75,924 | Trimmed |
| 15 | Savant Capital, LLC | $2.7M | 74,526 | Trimmed |
| 16 | BANK OF AMERICA CORP /DE/ | $2.3M | 63,955 | Trimmed |
| 17 | Collaborative Fund Advisors, LLC | $2.2M | 60,965 | New |
| 18 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | $2.2M | 60,145 | Trimmed |
| 19 | Atria Investments, Inc | $2.1M | 56,442 | Added |
| 20 | First Heartland Consultants, Inc. | $2.0M | 55,395 | Added |
| 21 | CITADEL ADVISORS LLC | $2.0M | 53,824 | Added |
| 22 | Cetera Investment Advisers | $1.9M | 52,412 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 48,164 | Trimmed |
| 24 | Farther Finance Advisors, LLC | $1.5M | 40,177 | Added |
| 25 | RAYMOND JAMES FINANCIAL INC | $1.4M | 39,378 | Trimmed |