| 1 | KEYBANK NATIONAL ASSOCIATION/OH | $4.2M | 96,340 | New |
| 2 | Focus Partners Wealth | $4.0M | 92,521 | Added |
| 3 | BAILARD, INC. | $3.4M | 78,189 | Added |
| 4 | LPL Financial LLC | $2.6M | 59,977 | Added |
| 5 | FRANKLIN RESOURCES INC | $2.4M | 55,782 | Hold |
| 6 | Invera Wealth Advisors, LLC | $2.3M | 53,875 | New |
| 7 | Highland Financial Advisors, LLC | $2.2M | 51,192 | Added |
| 8 | Biltmore Family Office, LLC | $1.4M | 32,000 | Hold |
| 9 | BROWN ADVISORY INC | $1.3M | 30,968 | Added |
| 10 | CITADEL ADVISORS LLC | $1.3M | 29,732 | New |
| 11 | Bank of New York Mellon Corp | $1.3M | 29,044 | New |
| 12 | JNBA Financial Advisors | $1.2M | 26,949 | Trimmed |
| 13 | Creative Planning | $1.1M | 25,061 | Added |
| 14 | Atlantic Private Wealth, LLC | $718,064 | 16,493 | Added |
| 15 | EP Wealth Advisors, LLC | $706,309 | 16,223 | Trimmed |
| 16 | Quantinno Capital Management LP | $689,286 | 15,832 | New |
| 17 | Magnus Financial Group LLC | $664,279 | 15,258 | Trimmed |
| 18 | MassMutual Private Wealth & Trust, FSB | $660,420 | 15,169 | New |
| 19 | MainStreet Investment Advisors LLC | $660,420 | 15,169 | New |
| 20 | Advisory Services Network, LLC | $649,667 | 14,922 | New |
| 21 | RAYMOND JAMES FINANCIAL INC | $636,997 | 14,631 | Trimmed |
| 22 | Beta Wealth Group, Inc. | $622,527 | 14,299 | Trimmed |
| 23 | Eley Financial Management, Inc | $593,460 | 13,631 | Added |
| 24 | D.A. DAVIDSON & CO. | $580,659 | 13,337 | Added |
| 25 | HEADINVEST, LLC | $544,436 | 12,505 | Trimmed |