| 1 | ENVESTNET ASSET MANAGEMENT INC | $49.2M | 495,287 | Added |
| 2 | RiverFront Investment Group, LLC | $47.0M | 472,724 | Added |
| 3 | ASSETMARK, INC | $45.3M | 455,811 | Trimmed |
| 4 | Tradewinds Capital Management, LLC | $38.5M | 387,374 | New |
| 5 | Mirae Asset Global Investments Co., Ltd. | $34.4M | 345,680 | Trimmed |
| 6 | STRATEGIC INVESTMENT MANAGEMENT, LLC | $33.1M | 333,320 | Hold |
| 7 | Elm Partners Management LLC | $31.5M | 317,028 | Trimmed |
| 8 | Rice Partnership, LLC | $14.5M | 146,330 | Added |
| 9 | SPINNAKER TRUST | $11.0M | 110,732 | Trimmed |
| 10 | BOCHK Asset Management Ltd | $11.0M | 110,670 | Hold |
| 11 | GREENWOOD CAPITAL ASSOCIATES LLC | $6.1M | 61,784 | Added |
| 12 | Silphium Asset Management Ltd | $5.8M | 58,000 | Hold |
| 13 | CHOREO, LLC | $3.8M | 37,803 | Trimmed |
| 14 | Evansbrook LLC | $2.7M | 27,569 | Hold |
| 15 | ACIMA PRIVATE WEALTH, LLC | $2.7M | 27,392 | Trimmed |
| 16 | Caprock Group, LLC | $1.6M | 15,669 | Added |
| 17 | TD Waterhouse Canada Inc. | $1.5M | 14,634 | Added |
| 18 | TRUIST FINANCIAL CORP | $1.4M | 14,558 | Trimmed |
| 19 | Nolet Wealth Management, LLC | $1.1M | 11,116 | Trimmed |
| 20 | Yoffe Investment Management, LLC | $1.0M | 10,540 | Hold |
| 21 | CERTUITY, LLC | $1.0M | 10,308 | Trimmed |
| 22 | Ballentine Partners, LLC | $974,020 | 9,799 | Added |
| 23 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $813,589 | 8,185 | Added |
| 24 | Avidian Wealth Enterprises, LLC | $805,259 | 8,101 | Added |
| 25 | Sowell Financial Services LLC | $763,318 | 7,679 | Trimmed |