| 1 | Northwest & Ethical Investments L.P. | $288.4M | 3.4M | New |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $94.5M | 1.1M | Added |
| 3 | IMA Advisory Services, Inc. | $69.5M | 822,257 | Added |
| 4 | BlackRock, Inc. | $65.5M | 774,640 | Trimmed |
| 5 | LPL Financial LLC | $35.3M | 416,766 | Added |
| 6 | SEI INVESTMENTS CO | $33.0M | 389,776 | Added |
| 7 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | $20.8M | 245,699 | Added |
| 8 | Envestnet Portfolio Solutions, Inc. | $18.2M | 214,571 | Added |
| 9 | JPMORGAN CHASE & CO | $17.8M | 211,765 | Added |
| 10 | Allworth Financial LP | $15.2M | 179,916 | Added |
| 11 | RWA WEALTH PARTNERS, LLC | $12.9M | 152,267 | Added |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10.6M | 125,355 | Trimmed |
| 13 | Cetera Investment Advisers | $9.6M | 113,050 | Added |
| 14 | BAILARD, INC. | $9.1M | 108,027 | Added |
| 15 | Values Added Financial LLC | $9.1M | 107,954 | Added |
| 16 | PARK AVENUE SECURITIES LLC | $8.8M | 104,605 | Trimmed |
| 17 | Accredited Investors Inc. | $8.6M | 101,689 | Added |
| 18 | Thrivent Financial for Lutherans | $6.4M | 75,425 | Added |
| 19 | Apella Capital, LLC | $6.3M | 75,662 | Trimmed |
| 20 | REGATTA CAPITAL GROUP, LLC | $6.0M | 70,362 | Added |
| 21 | MML INVESTORS SERVICES, LLC | $5.9M | 69,211 | Added |
| 22 | HighTower Advisors, LLC | $5.8M | 68,588 | Added |
| 23 | Invera Wealth Advisors, LLC | $5.7M | 67,313 | Added |
| 24 | Balanced Rock Investment Advisors LLC | $5.3M | 62,987 | Added |
| 25 | Royal Bank of Canada | $5.0M | 59,385 | Added |