| 1 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.04B | 9.9M | Trimmed |
| 2 | Envestnet Portfolio Solutions, Inc. | $516.1M | 4.9M | Trimmed |
| 3 | FIRST CITIZENS BANK & TRUST CO | $474.7M | 4.5M | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $191.0M | 1.8M | Trimmed |
| 5 | AE Wealth Management LLC | $123.7M | 1.2M | Added |
| 6 | Lido Advisors, LLC | $95.9M | 911,734 | Trimmed |
| 7 | Proficio Capital Partners LLC | $72.9M | 692,856 | New |
| 8 | Clark Capital Management Group, Inc. | $59.4M | 565,031 | Trimmed |
| 9 | First Citizens Asset Management, Inc. | $57.9M | 550,641 | Added |
| 10 | Richard P Slaughter Associates Inc | $54.0M | 513,314 | Added |
| 11 | BRYN MAWR TRUST Co | $51.8M | 492,332 | Trimmed |
| 12 | LPL Financial LLC | $50.8M | 483,315 | Trimmed |
| 13 | SVB WEALTH LLC | $50.3M | 477,994 | Added |
| 14 | AMERIPRISE FINANCIAL INC | $44.4M | 414,030 | Added |
| 15 | TIAA TRUST, NATIONAL ASSOCIATION | $41.5M | 394,910 | Trimmed |
| 16 | UBS Group AG | $39.6M | 376,112 | Added |
| 17 | Kingdom Financial Group LLC. | $34.2M | 324,849 | Added |
| 18 | Sterling Capital Management LLC | $33.3M | 316,217 | Added |
| 19 | JPMORGAN CHASE & CO | $30.3M | 287,855 | Added |
| 20 | RTD Financial Advisors, Inc. | $29.4M | 279,877 | Added |
| 21 | BANK OF AMERICA CORP /DE/ | $28.1M | 266,777 | Added |
| 22 | LifeWealth Investments, LLC | $26.3M | 249,969 | Added |
| 23 | Compton Wealth Advisory Group, LLC | $25.3M | 239,223 | Trimmed |
| 24 | JSF Financial, LLC | $25.2M | 239,472 | Trimmed |
| 25 | Bryn Mawr Trust Advisors, LLC | $24.9M | 236,778 | Trimmed |