| 1 | NORTHERN TRUST CORP | $43.2M | 571,961 | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $12.8M | 169,144 | Trimmed |
| 3 | LPL Financial LLC | $11.2M | 147,704 | Trimmed |
| 4 | MORGAN STANLEY | $4.2M | 55,650 | Added |
| 5 | United Bank | $3.6M | 47,387 | Added |
| 6 | PEOPLES FINANCIAL SERVICES CORP. | $2.5M | 33,737 | Trimmed |
| 7 | Capital Analysts, LLC | $2.1M | 27,233 | Trimmed |
| 8 | Curry Webb Wealth Management LLC | $1.9M | 25,659 | Trimmed |
| 9 | Rossby Financial, LCC | $1.5M | 19,627 | Trimmed |
| 10 | Crestwood Advisors Group, LLC | $1.2M | 16,356 | Trimmed |
| 11 | Equitable Holdings, Inc. | $1.2M | 15,832 | Added |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 15,055 | Added |
| 13 | CITADEL ADVISORS LLC | $1.0M | 13,285 | New |
| 14 | BEAM WEALTH ADVISORS, INC. | $883,924 | 11,709 | Trimmed |
| 15 | MML INVESTORS SERVICES, LLC | $883,843 | 11,708 | Added |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $793,240 | 10,508 | Added |
| 17 | OSAIC HOLDINGS, INC. | $664,853 | 8,807 | Added |
| 18 | RAYMOND JAMES FINANCIAL INC | $619,032 | 8,200 | Trimmed |
| 19 | Bank of New York Mellon Corp | $484,975 | 6,424 | Added |
| 20 | Cetera Investment Advisers | $479,810 | 6,356 | Added |
| 21 | Herold Advisors, Inc. | $441,000 | 5,834 | Trimmed |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $376,419 | 4,986 | Trimmed |
| 23 | AQR CAPITAL MANAGEMENT LLC | $369,910 | 4,900 | Trimmed |
| 24 | Colonial River Investments, LLC | $364,881 | 4,833 | Trimmed |
| 25 | Wealthcare Advisory Partners LLC | $294,644 | 3,903 | Trimmed |