| 1 | MORGAN STANLEY | $35.2M | 593,265 | Added |
| 2 | Aprio Wealth Management, LLC | $22.1M | 372,604 | Trimmed |
| 3 | Gradient Investments LLC | $21.1M | 355,830 | Added |
| 4 | Aaron Wealth Advisors LLC | $12.6M | 213,382 | Added |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | $5.9M | 98,724 | Added |
| 6 | ALLIANCEBERNSTEIN L.P. | $3.8M | 62,843 | Hold |
| 7 | WELLS FARGO & COMPANY/MN | $3.6M | 60,035 | Trimmed |
| 8 | Wealth Architects, LLC | $3.3M | 56,282 | Trimmed |
| 9 | Fortis Advisors, LLC | $3.1M | 52,827 | Added |
| 10 | LPL Financial LLC | $2.9M | 48,322 | Added |
| 11 | Envestnet Portfolio Solutions, Inc. | $2.2M | 37,513 | Added |
| 12 | Allodium Investment Consultants, LLC | $2.0M | 34,347 | Added |
| 13 | FIRST CITIZENS BANK & TRUST CO | $2.0M | 33,428 | Trimmed |
| 14 | Pitcairn Wealth Advisors LLC | $1.7M | 28,682 | Trimmed |
| 15 | BANK OF AMERICA CORP /DE/ | $1.6M | 26,688 | Added |
| 16 | J.W. COLE ADVISORS, INC. | $1.3M | 21,854 | Added |
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $1.3M | 21,610 | Trimmed |
| 18 | Vestcor Inc | $1.1M | 17,921 | Added |
| 19 | Paladin Wealth, LLC | $975,821 | 16,464 | Added |
| 20 | PRINCIPAL FINANCIAL GROUP INC | $951,580 | 16,055 | Trimmed |
| 21 | Cambridge Investment Research Advisors, Inc. | $801,000 | 13,515 | Added |
| 22 | RAYMOND JAMES FINANCIAL INC | $800,183 | 13,501 | Added |
| 23 | JOHNSON INVESTMENT COUNSEL INC | $753,369 | 12,711 | Trimmed |
| 24 | Mariner, LLC | $713,314 | 12,035 | Trimmed |
| 25 | Mattson Financial Services, LLC | $692,791 | 11,467 | Added |