| 1 | Northwest & Ethical Investments L.P. | $145.9M | 2.0M | Hold |
| 2 | MASECO LLP | $51.7M | 701,841 | New |
| 3 | Strategic Financial Planning, Inc. | $16.8M | 310,632 | New |
| 4 | FMR LLC | $11.8M | 159,724 | Added |
| 5 | Corient Private Wealth LLC | $10.1M | 137,807 | Trimmed |
| 6 | HUB Investment Partners, LLC | $9.0M | 122,186 | Added |
| 7 | MENORA MIVTACHIM HOLDINGS LTD. | $8.6M | 116,360 | New |
| 8 | Trailhead Planners LLC | $5.9M | 80,304 | Trimmed |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | $5.8M | 79,189 | Added |
| 10 | Riverwater Partners LLC | $5.6M | 75,873 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $5.2M | 70,283 | Added |
| 12 | Clarity Asset Management, Inc. | $4.7M | 63,832 | Trimmed |
| 13 | LPL Financial LLC | $4.5M | 60,498 | Added |
| 14 | HighTower Advisors, LLC | $4.0M | 54,157 | Trimmed |
| 15 | EP Wealth Advisors, LLC | $3.9M | 53,156 | New |
| 16 | CITADEL ADVISORS LLC | $3.7M | 49,995 | Trimmed |
| 17 | Waverly Advisors, LLC | $3.0M | 40,326 | Trimmed |
| 18 | Focus Partners Wealth | $3.0M | 40,070 | Hold |
| 19 | Greenspring Advisors, LLC | $2.3M | 30,875 | Trimmed |
| 20 | Mason & Associates Inc | $2.0M | 28,734 | Added |
| 21 | Northland Capital Management LLC | $2.0M | 27,670 | Trimmed |
| 22 | Highland Financial Advisors, LLC | $2.0M | 27,396 | Added |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 26,301 | Added |
| 24 | Trellis Wealth Advisors LLC | $1.8M | 24,945 | Trimmed |
| 25 | JANE STREET GROUP, LLC | $1.6M | 21,326 | Added |