| 1 | NORTHERN TRUST CORP | $983.8M | 10.9M | Trimmed |
| 2 | TIAA Wealth Investment Management LLC | $195.8M | 2.2M | Trimmed |
| 3 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $131.5M | 1.5M | Trimmed |
| 4 | AQR CAPITAL MANAGEMENT LLC | $49.9M | 555,000 | Hold |
| 5 | KEYBANK NATIONAL ASSOCIATION/OH | $48.5M | 539,792 | Trimmed |
| 6 | Bank of New York Mellon Corp | $43.7M | 485,629 | Added |
| 7 | VeraBank, N.A. | $42.7M | 475,253 | Added |
| 8 | LPL Financial LLC | $29.4M | 327,350 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $29.3M | 326,259 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $28.4M | 315,894 | Added |
| 11 | MORGAN STANLEY | $21.5M | 239,136 | Trimmed |
| 12 | UBS Group AG | $19.2M | 213,356 | Trimmed |
| 13 | Baird Financial Group, Inc. | $18.8M | 209,577 | Added |
| 14 | Ledyard National Bank | $13.4M | 148,475 | Trimmed |
| 15 | Wealthspire Advisors, LLC | $13.2M | 147,238 | Trimmed |
| 16 | BRIDGES INVESTMENT MANAGEMENT INC | $10.9M | 121,348 | Trimmed |
| 17 | Focus Partners Wealth | $10.2M | 113,460 | Trimmed |
| 18 | Orion Porfolio Solutions, LLC | $8.4M | 93,488 | Trimmed |
| 19 | MML INVESTORS SERVICES, LLC | $8.2M | 91,105 | Added |
| 20 | GOLDMAN SACHS GROUP INC | $7.2M | 79,810 | Added |
| 21 | BENJAMIN EDWARDS INC | $6.9M | 76,550 | Trimmed |
| 22 | WELLS FARGO & COMPANY/MN | $6.3M | 70,587 | Trimmed |
| 23 | Magnus Financial Group LLC | $6.0M | 66,730 | Added |
| 24 | OSAIC HOLDINGS, INC. | $4.9M | 54,319 | Added |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.5M | 49,637 | Trimmed |