| 1 | University of Cambridge Investment Management Ltd | $93.9M | 0 | Trimmed |
| 2 | SUN LIFE FINANCIAL INC | $25.1M | 441,619 | Trimmed |
| 3 | LPL Financial LLC | $17.4M | 306,206 | Added |
| 4 | BECKER CAPITAL MANAGEMENT INC | $14.5M | 255,669 | Added |
| 5 | BROWN ADVISORY INC | $12.9M | 227,661 | Added |
| 6 | KEYBANK NATIONAL ASSOCIATION/OH | $10.0M | 175,276 | Added |
| 7 | Thrivent Financial for Lutherans | $4.5M | 78,662 | Added |
| 8 | FRANKLIN RESOURCES INC | $4.3M | 75,998 | Hold |
| 9 | Wharton Business Group, LLC | $4.3M | 75,920 | Trimmed |
| 10 | JNBA Financial Advisors | $4.3M | 75,662 | Trimmed |
| 11 | Bank of New York Mellon Corp | $4.2M | 74,207 | Added |
| 12 | Alpine Bank Wealth Management | $4.1M | 72,621 | Added |
| 13 | Atlantic Private Wealth, LLC | $3.8M | 67,627 | Trimmed |
| 14 | BSW Wealth Partners | $3.3M | 57,656 | Trimmed |
| 15 | RAYMOND JAMES FINANCIAL INC | $3.2M | 56,515 | Trimmed |
| 16 | Biltmore Family Office, LLC | $3.2M | 56,201 | Hold |
| 17 | NorthRock Partners, LLC | $2.7M | 47,634 | Added |
| 18 | HighTower Advisors, LLC | $2.6M | 46,494 | Added |
| 19 | GOULD ASSET MANAGEMENT LLC /CA/ | $2.6M | 44,968 | Added |
| 20 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $2.5M | 44,053 | Added |
| 21 | EP Wealth Advisors, LLC | $2.3M | 39,984 | Trimmed |
| 22 | Lido Advisors, LLC | $2.1M | 37,530 | Trimmed |
| 23 | Royal Bank of Canada | $1.8M | 32,248 | Added |
| 24 | MAI Capital Management | $1.8M | 31,548 | Trimmed |
| 25 | BANK OF AMERICA CORP /DE/ | $1.7M | 30,222 | Added |