| 1 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $31.2M | 697,766 | Trimmed |
| 2 | WELLS FARGO & COMPANY/MN | $23.2M | 518,557 | Added |
| 3 | MORGAN STANLEY | $18.4M | 410,259 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $17.4M | 389,928 | Trimmed |
| 5 | COLDSTREAM CAPITAL MANAGEMENT INC | $13.4M | 299,834 | Trimmed |
| 6 | Pictet Asset Management Holding SA | $11.3M | 252,301 | Trimmed |
| 7 | Vertex Planning Partners, LLC | $9.6M | 213,736 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $6.0M | 135,156 | Added |
| 9 | Friedenthal Financial | $6.0M | 133,965 | Trimmed |
| 10 | Cetera Investment Advisers | $5.3M | 118,228 | Added |
| 11 | TRUIST FINANCIAL CORP | $4.8M | 108,394 | Added |
| 12 | KINGSWOOD WEALTH ADVISORS, LLC | $3.5M | 79,163 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $3.5M | 77,723 | Trimmed |
| 14 | LPL Financial LLC | $3.3M | 73,832 | Added |
| 15 | Forefront Analytics, LLC | $2.6M | 58,203 | Trimmed |
| 16 | AMERIPRISE FINANCIAL INC | $1.8M | 40,464 | Trimmed |
| 17 | SCOTIA CAPITAL INC. | $1.8M | 40,224 | New |
| 18 | Savant Capital, LLC | $1.6M | 35,133 | Hold |
| 19 | UBS Group AG | $1.4M | 31,560 | Added |
| 20 | OSAIC HOLDINGS, INC. | $1.4M | 30,230 | Added |
| 21 | Wealth Preservation Advisors, LLC | $1.0M | 22,460 | Added |
| 22 | TIAA TRUST, NATIONAL ASSOCIATION | $771,190 | 17,241 | Trimmed |
| 23 | Wharton Business Group, LLC | $709,641 | 15,865 | Trimmed |
| 24 | RAYMOND JAMES FINANCIAL INC | $682,356 | 15,255 | Added |
| 25 | Global Retirement Partners, LLC | $642,270 | 14,359 | Added |