| 1 | Fisher Asset Management, LLC | $207.9M | 2.1M | Trimmed |
| 2 | ASSETMARK, INC | $77.4M | 786,480 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $14.6M | 148,494 | Added |
| 4 | Banco Santander, S.A. | $11.6M | 118,275 | Added |
| 5 | Robertson Stephens Wealth Management, LLC | $11.4M | 115,873 | Added |
| 6 | Royal Fund Management, LLC | $9.6M | 97,325 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $8.2M | 83,187 | Trimmed |
| 8 | Mirae Asset Global Investments Co., Ltd. | $4.7M | 47,800 | Trimmed |
| 9 | Banque Transatlantique SA | $4.4M | 44,273 | New |
| 10 | CITIGROUP INC | $3.8M | 38,556 | Trimmed |
| 11 | Farther Finance Advisors, LLC | $3.7M | 37,777 | Added |
| 12 | TD Waterhouse Canada Inc. | $3.0M | 30,196 | Added |
| 13 | Rathbones Group PLC | $2.8M | 27,984 | Added |
| 14 | Vontobel Holding Ltd. | $2.6M | 26,700 | Hold |
| 15 | TRUIST FINANCIAL CORP | $2.6M | 26,685 | Trimmed |
| 16 | Cambridge Investment Research Advisors, Inc. | $2.6M | 26,656 | Added |
| 17 | Kestra Advisory Services, LLC | $2.1M | 21,766 | Added |
| 18 | Legacy Wealth Partners, LLC | $2.1M | 21,367 | New |
| 19 | Clarity Wealth Advisors, LLC | $1.9M | 19,029 | Trimmed |
| 20 | Marotta Asset Management | $1.9M | 18,891 | Trimmed |
| 21 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $1.8M | 18,516 | Added |
| 22 | Private Advisor Group, LLC | $1.8M | 17,905 | Trimmed |
| 23 | Anson Capital, Inc. | $1.7M | 17,109 | Added |
| 24 | Balefire, LLC | $1.7M | 17,078 | New |
| 25 | Atria Investments, Inc | $1.7M | 16,991 | Added |