| 1 | BlackRock, Inc. | $233.5M | 4.7M | Added |
| 2 | CAPTRUST FINANCIAL ADVISORS | $75.8M | 1.5M | New |
| 3 | Permanens Capital L.P. | $41.0M | 822,353 | New |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $36.1M | 1.1M | Added |
| 5 | LPL Financial LLC | $33.5M | 1.5M | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $29.2M | 1.3M | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $25.0M | 502,134 | New |
| 8 | PNC Financial Services Group, Inc. | $19.3M | 387,908 | New |
| 9 | JANE STREET GROUP, LLC | $17.2M | 419,427 | Added |
| 10 | OSAIC HOLDINGS, INC. | $13.9M | 628,875 | Added |
| 11 | JPMORGAN CHASE & CO | $12.8M | 470,116 | Added |
| 12 | IHT Wealth Management, LLC | $7.5M | 302,981 | Added |
| 13 | HighTower Advisors, LLC | $6.9M | 313,698 | Added |
| 14 | Dynasty Wealth Management, LLC | $6.7M | 303,178 | Added |
| 15 | Quotient Wealth Partners, LLC | $6.6M | 301,923 | Added |
| 16 | Trust Co | $6.4M | 291,964 | Added |
| 17 | Perigon Wealth Management, LLC | $5.2M | 110,768 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $4.9M | 97,751 | New |
| 19 | Prentice Wealth Management LLC | $4.8M | 216,305 | Trimmed |
| 20 | Saxony Capital Management, LLC | $4.7M | 95,276 | New |
| 21 | Cetera Investment Advisers | $4.6M | 150,287 | Added |
| 22 | Scarborough Advisors, LLC | $4.4M | 88,321 | New |
| 23 | MML INVESTORS SERVICES, LLC | $4.4M | 193,222 | Added |
| 24 | Cambridge Investment Research Advisors, Inc. | $4.3M | 197,096 | Trimmed |
| 25 | CITADEL ADVISORS LLC | $3.9M | 79,164 | Added |