| 1 | HighTower Advisors, LLC | $77.5M | 2.7M | Added |
| 2 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $72.2M | 3.0M | New |
| 3 | UBS Group AG | $45.0M | 1.6M | Trimmed |
| 4 | JOURNEY STRATEGIC WEALTH LLC | $26.1M | 901,723 | Added |
| 5 | Royal Bank of Canada | $25.1M | 864,632 | Added |
| 6 | Rockefeller Capital Management L.P. | $22.9M | 789,109 | Added |
| 7 | ENZI WEALTH | $15.8M | 543,699 | Added |
| 8 | Garden State Investment Advisory Services LLC | $15.5M | 536,197 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $14.4M | 498,471 | Added |
| 10 | ELEVATION POINT WEALTH PARTNERS, LLC | $13.4M | 463,686 | New |
| 11 | Vestmark Advisory Solutions, Inc. | $13.3M | 459,389 | New |
| 12 | Platform Technology Partners | $8.1M | 279,617 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $7.0M | 242,085 | Added |
| 14 | Bramshill Investments, LLC | $6.1M | 209,523 | Hold |
| 15 | Darwin Wealth Management, LLC | $5.0M | 172,319 | Trimmed |
| 16 | STIFEL FINANCIAL CORP | $4.9M | 168,266 | Added |
| 17 | Gladstone Institutional Advisory LLC | $4.0M | 136,332 | Added |
| 18 | KLINGENSTEIN FIELDS & CO LP | $3.8M | 131,106 | Added |
| 19 | Vise Technologies, Inc. | $2.8M | 93,824 | Hold |
| 20 | CHAPIN DAVIS, INC. | $2.7M | 93,850 | Added |
| 21 | Murphy, Middleton, Hinkle & Parker, Inc. | $2.7M | 92,945 | New |
| 22 | Magnus Financial Group LLC | $2.0M | 70,450 | Trimmed |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 60,229 | Added |
| 24 | OPPENHEIMER & CO INC | $1.7M | 59,968 | Added |
| 25 | BLAIR WILLIAM & CO/IL | $1.4M | 46,945 | Trimmed |