| 1 | Fisher Asset Management, LLC | $730.1M | 18.7M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $59.6M | 1.5M | Added |
| 3 | RiverFront Investment Group, LLC | $53.2M | 1.4M | Added |
| 4 | Riggs Asset Managment Co. Inc. | $9.8M | 251,135 | Trimmed |
| 5 | ANDERSON HOAGLAND & CO | $5.9M | 151,757 | Added |
| 6 | Westview Management dba Westview Investment Advisors | $5.6M | 144,340 | Trimmed |
| 7 | Waterfront Wealth Inc. | $4.4M | 110,452 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $4.3M | 110,054 | Added |
| 9 | Ameliora Wealth Management Ltd. | $4.1M | 106,150 | Trimmed |
| 10 | Viewpoint Capital Management LLC | $4.0M | 103,632 | Trimmed |
| 11 | Evergreen Private Wealth LLC | $3.7M | 96,040 | Trimmed |
| 12 | North Star Investment Management Corp. | $3.7M | 94,812 | Trimmed |
| 13 | TRUIST FINANCIAL CORP | $3.0M | 78,036 | Added |
| 14 | ASSETMARK, INC | $3.0M | 77,416 | Added |
| 15 | Banco de Sabadell, S.A | $2.9M | 75,314 | Trimmed |
| 16 | Prospera Financial Services Inc | $2.4M | 61,052 | Trimmed |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 61,016 | Added |
| 18 | Envestnet Portfolio Solutions, Inc. | $2.2M | 55,582 | New |
| 19 | Farther Finance Advisors, LLC | $1.5M | 39,401 | Added |
| 20 | PARK AVENUE SECURITIES LLC | $1.4M | 36,377 | Added |
| 21 | Bright Futures Wealth Management, LLC. | $1.2M | 30,655 | Trimmed |
| 22 | Y-Intercept (Hong Kong) Ltd | $1.2M | 30,445 | New |
| 23 | Advocate Investing Services LLC | $1.0M | 25,740 | Hold |
| 24 | CARY STREET PARTNERS FINANCIAL LLC | $926,013 | 23,750 | Hold |
| 25 | DAVENPORT & Co LLC | $897,043 | 23,007 | Trimmed |