| Sendero Wealth Management, LLC |
| 2.88% | 2.81% | #1 | $28.9M | 1.1M | $25.4M | 1.1M | +5,910+0.54% | Add |
| Curated Wealth Partners LLC |
| 0.38% | 2.03% | #2 | $1.5M | 62,392 | $16.1M | 689,311 | -626,919-90.95% | Reduce |
| RAYMOND JAMES FINANCIAL INC |
| <0.01% | <0.01% | #8 | $1.1M | 42,310 | $1.0M | 44,212 | -1,902-4.30% | Reduce |
| LPL Financial LLC |
| <0.01% | <0.01% | #9 | $551,641 | 20,880 | $694,327 | 29,728 | -8,848-29.76% | Reduce |
| Rockefeller Capital Management L.P. |
| <0.01% | <0.01% | #7 | $520,545 | 19,703 | $460,183 | 19,703 | 00.00% | Unchanged |
| RWA WEALTH PARTNERS, LLC |
| <0.01% | <0.01% | #6 | $415,739 | 15,736 | $367,530 | 15,736 | 00.00% | Unchanged |
| Laird Norton Wetherby Trust Company, LLC |
| 0.01% | 0.01% | #5 | $354,287 | 13,410 | $313,204 | 13,410 | 00.00% | Unchanged |
| Overbrook Management Corp |
| 0.05% | 0.06% | #3 | $318,409 | 12,052 | $281,487 | 12,052 | 00.00% | Unchanged |
| JPMORGAN CHASE & CO |
| <0.01% | — | #14 | $308,048 | 11,815 | $0 | 0 | +11,815 | New Buy |
| NORTHERN TRUST CORP |
| <0.01% | <0.01% | #13 | $303,403 | 11,484 | $268,220 | 11,484 | 00.00% | Unchanged |
| Manchester Capital Management LLC |
| 0.04% | 0.06% | #4 | $297,697 | 11,268 | $449,440 | 19,243 | -7,975-41.44% | Reduce |
| US BANCORP \DE\ |
| <0.01% | <0.01% | #12 | $42,034 | 1,591 | $403,218 | 17,264 | -15,673-90.78% | Reduce |
| UBS Group AG |
| <0.01% | <0.01% | #15 | $36,433 | 1,379 | $89,570 | 3,835 | -2,456-64.04% | Reduce |
| MORGAN STANLEY |
| <0.01% | — | #16 | $34,663 | 1,312 | $0 | 0 | +1,312 | New Buy |
| Integrated Wealth Concepts LLC |
| <0.01% | — | #10 | $24,517 | 928 | $0 | 0 | +928 | New Buy |
| Steward Partners Investment Advisory, LLC |
| <0.01% | <0.01% | #11 | $10,806 | 409 | $9,553 | 409 | 00.00% | Unchanged |
