| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $713.5M | 9.4M | Trimmed |
| 2 | Sixth Street Partners Management Company, L.P. | $713.5M | 9.4M | New |
| 3 | Invesco Ltd. | $438.5M | 5.8M | Trimmed |
| 4 | MORGAN STANLEY | $105.3M | 1.4M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $73.7M | 974,901 | Added |
| 6 | LPL Financial LLC | $72.0M | 951,359 | Added |
| 7 | Bank of New York Mellon Corp | $70.0M | 924,845 | Trimmed |
| 8 | UBS Group AG | $53.1M | 702,113 | Added |
| 9 | WELLS FARGO & COMPANY/MN | $52.0M | 687,127 | Added |
| 10 | Sanctuary Advisors, LLC | $44.6M | 590,254 | Added |
| 11 | AMERIPRISE FINANCIAL INC | $33.3M | 441,718 | Added |
| 12 | Corient Private Wealth LLC | $32.6M | 430,753 | Trimmed |
| 13 | Johnson & White Wealth Management, LLC | $29.7M | 392,494 | Added |
| 14 | FIRST AMERICAN TRUST, FSB | $28.6M | 378,090 | Added |
| 15 | Charles Schwab Trust Co | $24.7M | 326,302 | Trimmed |
| 16 | JPMORGAN CHASE & CO | $21.8M | 290,102 | Added |
| 17 | Royal Bank of Canada | $18.4M | 243,782 | Added |
| 18 | Equitable Holdings, Inc. | $18.3M | 241,543 | Trimmed |
| 19 | Cetera Investment Advisers | $16.0M | 211,863 | Added |
| 20 | Arlington Financial Advisors, LLC | $14.5M | 192,286 | Trimmed |
| 21 | NATIONAL BANK OF CANADA /FI/ | $14.4M | 190,060 | Trimmed |
| 22 | Maltin Wealth Management, Inc. | $13.8M | 181,827 | Added |
| 23 | VICTORY CAPITAL MANAGEMENT INC | $13.4M | 177,551 | Trimmed |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $11.0M | 145,105 | Added |
| 25 | CAPTRUST FINANCIAL ADVISORS | $10.9M | 144,507 | Trimmed |