| 1 | ENVESTNET ASSET MANAGEMENT INC | $473.0M | 2.1M | Trimmed |
| 2 | D.A. DAVIDSON & CO. | $283.5M | 1.3M | Added |
| 3 | M&T Bank Corp | $265.0M | 1.2M | Added |
| 4 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $194.0M | 876,999 | Trimmed |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $167.4M | 756,672 | Trimmed |
| 6 | BAILARD, INC. | $107.4M | 485,652 | Added |
| 7 | Badgley Phelps Wealth Managers, LLC | $88.0M | 397,941 | Added |
| 8 | CHOREO, LLC | $53.8M | 243,333 | Trimmed |
| 9 | WHITTIER TRUST CO | $53.3M | 240,327 | Added |
| 10 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $51.7M | 233,866 | Trimmed |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $38.9M | 176,936 | Trimmed |
| 12 | Waldron Private Wealth LLC | $36.0M | 162,783 | Trimmed |
| 13 | WoodTrust Financial Corp | $29.2M | 132,146 | Trimmed |
| 14 | JOHNSON INVESTMENT COUNSEL INC | $29.2M | 132,012 | Trimmed |
| 15 | WHITTIER TRUST CO OF NEVADA INC | $29.0M | 131,921 | Added |
| 16 | COURIER CAPITAL LLC | $28.8M | 130,333 | Trimmed |
| 17 | Modera Wealth Management, LLC | $28.8M | 130,222 | Trimmed |
| 18 | TRUIST FINANCIAL CORP | $27.5M | 124,455 | Trimmed |
| 19 | Powell Investment Advisors, LLC | $25.5M | 115,249 | Trimmed |
| 20 | Zhang Financial LLC | $21.7M | 97,906 | Trimmed |
| 21 | PRINCIPAL FINANCIAL GROUP INC | $18.9M | 85,664 | Trimmed |
| 22 | ASPIRIANT, LLC | $17.6M | 79,419 | Trimmed |
| 23 | Hillcrest Wealth Advisors - NY, LLC | $15.5M | 70,047 | Trimmed |
| 24 | STEPHENS INC /AR/ | $13.6M | 61,531 | Added |
| 25 | SONATA CAPITAL GROUP INC | $13.4M | 60,479 | Trimmed |