| 1 | WELLS FARGO & COMPANY/MN | $390.0M | 17.5M | Trimmed |
| 2 | Metis Global Partners, LLC | $305.5M | 13.7M | Added |
| 3 | SEI INVESTMENTS CO | $227.8M | 10.2M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $101.1M | 4.5M | Added |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $89.1M | 4.0M | Added |
| 6 | Abundance Wealth Counselors | $68.5M | 3.1M | Added |
| 7 | MORGAN STANLEY | $52.6M | 2.4M | Added |
| 8 | NEPC LLC | $51.6M | 2.3M | Hold |
| 9 | Royal Bank of Canada | $44.1M | 2.0M | Added |
| 10 | Empowered Funds, LLC | $41.5M | 1.9M | Added |
| 11 | Cresset Asset Management, LLC | $30.9M | 1.4M | Added |
| 12 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $21.0M | 938,100 | Hold |
| 13 | Payne Capital Management, LLC | $20.9M | 934,217 | Added |
| 14 | Financial & Tax Architects, LLC | $20.5M | 917,652 | Trimmed |
| 15 | PRINCIPAL FINANCIAL GROUP INC | $19.9M | 892,770 | Trimmed |
| 16 | LTS Liquid Investments LLC | $18.1M | 810,918 | Added |
| 17 | Arax Advisory Partners | $16.3M | 731,584 | New |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $14.6M | 655,516 | Added |
| 19 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $13.5M | 604,377 | Added |
| 20 | STIFEL FINANCIAL CORP | $12.7M | 570,658 | Added |
| 21 | Savvy Advisors, Inc. | $12.5M | 559,713 | Added |
| 22 | MASON STREET ADVISORS, LLC | $12.1M | 540,495 | Added |
| 23 | Bangor Savings Bank | $11.2M | 500,930 | Added |
| 24 | Disciplina Capital Management LLC | $11.0M | 494,619 | Added |
| 25 | Chandler Asset Management, Inc. | $9.3M | 414,175 | Added |