| 1 | WELLS FARGO & COMPANY/MN | $593.6M | 24.4M | Trimmed |
| 2 | Metis Global Partners, LLC | $298.7M | 12.3M | Added |
| 3 | SEI INVESTMENTS CO | $260.2M | 10.7M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $93.3M | 3.8M | Added |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $86.8M | 3.6M | Added |
| 6 | MORGAN STANLEY | $57.0M | 2.3M | Trimmed |
| 7 | NEPC LLC | $56.1M | 2.3M | Added |
| 8 | Royal Bank of Canada | $39.2M | 1.6M | Added |
| 9 | Abundance Wealth Counselors | $38.7M | 1.6M | Added |
| 10 | Cresset Asset Management, LLC | $31.3M | 1.3M | Added |
| 11 | PRINCIPAL FINANCIAL GROUP INC | $27.9M | 1.1M | Added |
| 12 | MCF Advisors LLC | $27.7M | 1.1M | Trimmed |
| 13 | Financial & Tax Architects, LLC | $22.9M | 942,286 | Added |
| 14 | LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | $22.8M | 938,100 | Hold |
| 15 | Payne Capital Management, LLC | $22.3M | 916,191 | Added |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $14.0M | 577,116 | Added |
| 17 | STIFEL FINANCIAL CORP | $13.7M | 565,279 | Added |
| 18 | iA Global Asset Management Inc. | $12.3M | 505,948 | Trimmed |
| 19 | CITADEL ADVISORS LLC | $11.6M | 477,600 | New |
| 20 | Disciplina Capital Management LLC | $11.5M | 472,092 | Trimmed |
| 21 | RETIREMENT FINANCIAL SOLUTIONS, LLC | $10.9M | 448,803 | Added |
| 22 | Bangor Savings Bank | $10.5M | 433,830 | Added |
| 23 | ARMSTRONG ADVISORY GROUP, INC | $9.6M | 396,127 | New |
| 24 | RS CRUM INC. | $9.6M | 395,122 | Added |
| 25 | Beacon Pointe Advisors, LLC | $9.2M | 380,458 | Added |