| 1 | Vanderbilt University | $89.3M | 2.0M | New |
| 2 | Moss Adams Wealth Advisors LLC | $72.7M | 1.7M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $46.7M | 1.1M | Added |
| 4 | Parcion Private Wealth LLC | $46.5M | 1.1M | Added |
| 5 | Warwick Investment Management, Inc. | $29.4M | 667,825 | Added |
| 6 | FACTORY MUTUAL INSURANCE CO | $29.0M | 659,000 | Hold |
| 7 | Auto-Owners Insurance Co | $25.7M | 584,048 | Trimmed |
| 8 | Trust Asset Management LLC | $24.2M | 587,742 | Added |
| 9 | Dean, Jacobson Financial Services, LLC | $23.2M | 527,828 | Added |
| 10 | MEITAV INVESTMENT HOUSE LTD | $19.7M | 448,499 | Hold |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.0M | 428,008 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $17.7M | 402,120 | Added |
| 13 | Prentice Wealth Management LLC | $17.2M | 389,903 | Added |
| 14 | CAPITAL WEALTH MANAGEMENT, LLC | $17.1M | 387,611 | Added |
| 15 | COUNTRY TRUST BANK | $15.8M | 359,583 | Trimmed |
| 16 | Ballentine Partners, LLC | $15.4M | 350,789 | Trimmed |
| 17 | AE Wealth Management LLC | $15.3M | 347,324 | Added |
| 18 | Hudock, Inc. | $14.8M | 335,466 | Added |
| 19 | Freestone Capital Holdings, LLC | $13.9M | 315,720 | Added |
| 20 | CITIGROUP INC | $12.9M | 292,168 | Trimmed |
| 21 | American Financial Advisors, LLC | $10.6M | 241,154 | Added |
| 22 | PROFFITT & GOODSON INC | $10.5M | 237,740 | Added |
| 23 | Foguth Wealth Management, LLC. | $9.1M | 201,811 | Added |
| 24 | Solano Wealth Investment Advisors LLC | $8.4M | 190,902 | Trimmed |
| 25 | KEYBANK NATIONAL ASSOCIATION/OH | $8.2M | 186,046 | Trimmed |