| 1 | ENVESTNET ASSET MANAGEMENT INC | $496.5M | 4.5M | Added |
| 2 | TRUIST FINANCIAL CORP | $454.5M | 4.1M | Trimmed |
| 3 | JOHNSON INVESTMENT COUNSEL INC | $331.2M | 3.0M | Added |
| 4 | KEYBANK NATIONAL ASSOCIATION/OH | $171.8M | 1.6M | Trimmed |
| 5 | OAKWORTH CAPITAL, INC. | $136.6M | 1.2M | Added |
| 6 | Performa Ltd (US), LLC | $124.0M | 1.1M | Added |
| 7 | First Western Trust Bank | $112.9M | 1.0M | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $109.0M | 987,884 | Added |
| 9 | JMG Financial Group, Ltd. | $100.8M | 913,629 | Trimmed |
| 10 | WASHINGTON TRUST Co | $99.8M | 904,618 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $92.5M | 838,027 | Trimmed |
| 12 | Catalyst Capital Advisors LLC | $84.8M | 768,475 | Hold |
| 13 | Millburn Ridgefield LLC /DE/ | $84.8M | 768,475 | Hold |
| 14 | FACTORY MUTUAL INSURANCE CO | $83.7M | 758,700 | Hold |
| 15 | Citizens Business Bank | $70.0M | 634,403 | Trimmed |
| 16 | Robertson Stephens Wealth Management, LLC | $62.4M | 565,606 | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $61.9M | 563,031 | Added |
| 18 | Mesirow Financial Investment Management, Inc. | $61.0M | 553,000 | Trimmed |
| 19 | ALBION FINANCIAL GROUP /UT | $57.4M | 519,943 | Trimmed |
| 20 | Badgley Phelps Wealth Managers, LLC | $57.3M | 519,161 | Trimmed |
| 21 | River Wealth Advisors LLC | $51.2M | 463,864 | Added |
| 22 | STEPHENS INC /AR/ | $48.2M | 436,558 | Added |
| 23 | BRYN MAWR TRUST Co | $48.2M | 436,496 | Added |
| 24 | Miracle Mile Advisors, LLC | $47.8M | 433,150 | Trimmed |
| 25 | M&T Bank Corp | $45.5M | 412,823 | Added |