| 1 | ENVESTNET ASSET MANAGEMENT INC | $425.6M | 1.1M | Trimmed |
| 2 | D.A. DAVIDSON & CO. | $216.8M | 550,307 | Added |
| 3 | Cohen Klingenstein LLC | $190.8M | 484,414 | Trimmed |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $167.6M | 425,316 | Trimmed |
| 5 | CITIGROUP INC | $147.7M | 374,910 | Trimmed |
| 6 | M&T Bank Corp | $135.8M | 344,603 | Trimmed |
| 7 | Badgley Phelps Wealth Managers, LLC | $90.0M | 228,374 | Added |
| 8 | KEYBANK NATIONAL ASSOCIATION/OH | $56.6M | 143,663 | Trimmed |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $46.9M | 121,973 | Trimmed |
| 10 | CHOREO, LLC | $44.9M | 114,055 | Added |
| 11 | TRUIST FINANCIAL CORP | $44.4M | 112,730 | Trimmed |
| 12 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $42.1M | 106,920 | Hold |
| 13 | Confluence Wealth Services, Inc. | $31.1M | 78,858 | Added |
| 14 | STEPHENS GROUP ASSET MANAGEMENT, LLC | $29.4M | 74,615 | Trimmed |
| 15 | WoodTrust Financial Corp | $28.6M | 72,513 | Trimmed |
| 16 | VAUGHAN & Co SECURITIES, INC. | $27.5M | 69,826 | Trimmed |
| 17 | FIRST HORIZON CORP | $25.3M | 64,280 | Added |
| 18 | Powell Investment Advisors, LLC | $23.9M | 60,650 | Trimmed |
| 19 | Kestra Advisory Services, LLC | $23.6M | 59,901 | Trimmed |
| 20 | Waldron Private Wealth LLC | $23.4M | 59,303 | Trimmed |
| 21 | Mirae Asset Global Investments Co., Ltd. | $21.2M | 53,700 | Trimmed |
| 22 | Avantax Planning Partners, Inc. | $20.5M | 51,994 | Trimmed |
| 23 | COURIER CAPITAL LLC | $19.6M | 49,719 | Added |
| 24 | RTD Financial Advisors, Inc. | $15.6M | 39,530 | Trimmed |
| 25 | WHITTIER TRUST CO OF NEVADA INC | $15.4M | 39,839 | Trimmed |