| 1 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $26.5M | 717,036 | New |
| 2 | WELLS FARGO & COMPANY/MN | $16.5M | 448,143 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $15.2M | 412,299 | Added |
| 4 | MORGAN STANLEY | $13.3M | 361,133 | Added |
| 5 | COLDSTREAM CAPITAL MANAGEMENT INC | $11.2M | 302,148 | Trimmed |
| 6 | Pictet Asset Management Holding SA | $9.8M | 265,511 | Trimmed |
| 7 | Vertex Planning Partners, LLC | $6.8M | 185,267 | Trimmed |
| 8 | Friedenthal Financial | $5.0M | 136,747 | Trimmed |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $5.0M | 134,417 | Added |
| 10 | Cetera Investment Advisers | $4.3M | 116,425 | Added |
| 11 | TRUIST FINANCIAL CORP | $3.9M | 105,643 | New |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $3.6M | 96,291 | Added |
| 13 | KINGSWOOD WEALTH ADVISORS, LLC | $2.9M | 77,731 | New |
| 14 | LPL Financial LLC | $2.5M | 67,698 | Added |
| 15 | Forefront Analytics, LLC | $2.2M | 58,540 | Trimmed |
| 16 | AMERIPRISE FINANCIAL INC | $1.5M | 40,916 | Added |
| 17 | Savant Capital, LLC | $1.3M | 35,133 | Hold |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 32,460 | New |
| 19 | UBS Group AG | $992,779 | 26,890 | Trimmed |
| 20 | Wealth Preservation Advisors, LLC | $707,454 | 19,162 | Added |
| 21 | TIAA TRUST, NATIONAL ASSOCIATION | $652,487 | 17,673 | Trimmed |
| 22 | Wharton Business Group, LLC | $601,796 | 16,300 | Trimmed |
| 23 | PARK AVENUE SECURITIES LLC | $501,000 | 13,559 | Added |
| 24 | Advisory Services Network, LLC | $396,384 | 10,736 | Trimmed |
| 25 | RAYMOND JAMES FINANCIAL INC | $368,646 | 9,985 | Trimmed |