| 1 | ENVESTNET ASSET MANAGEMENT INC | $122.9M | 4.0M | Trimmed |
| 2 | First Interstate Bank | $93.1M | 3.1M | Added |
| 3 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $62.6M | 2.1M | Added |
| 4 | TRUIST FINANCIAL CORP | $48.8M | 1.6M | Trimmed |
| 5 | GREENLEAF TRUST | $40.2M | 1.3M | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $37.3M | 1.2M | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $35.5M | 1.2M | Added |
| 8 | FUKOKU MUTUAL LIFE INSURANCE Co | $29.1M | 955,500 | Hold |
| 9 | Hennion & Walsh Asset Management, Inc. | $27.3M | 895,614 | Added |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $25.4M | 874,523 | Added |
| 11 | CITIGROUP INC | $20.8M | 683,088 | Added |
| 12 | SeaBridge Investment Advisors LLC | $19.9M | 654,287 | Added |
| 13 | Northside Capital Management, LLC | $18.9M | 620,223 | Trimmed |
| 14 | Kestra Advisory Services, LLC | $18.2M | 596,777 | Trimmed |
| 15 | KEYBANK NATIONAL ASSOCIATION/OH | $17.8M | 585,208 | Trimmed |
| 16 | Independence Financial Advisors, LLC | $16.6M | 543,016 | New |
| 17 | WELCH & FORBES LLC | $15.9M | 521,867 | Trimmed |
| 18 | Cordoba Advisory Partners LLC | $15.5M | 509,545 | Added |
| 19 | Ballast, Inc. | $13.7M | 450,713 | Added |
| 20 | STEPHENS INC /AR/ | $13.6M | 446,632 | Trimmed |
| 21 | PARK AVENUE SECURITIES LLC | $13.4M | 438,413 | New |
| 22 | Robertson Stephens Wealth Management, LLC | $12.8M | 420,468 | Trimmed |
| 23 | FULTON BREAKEFIELD BROENNIMAN LLC | $12.4M | 405,687 | Trimmed |
| 24 | Envestnet Portfolio Solutions, Inc. | $12.2M | 400,314 | Trimmed |
| 25 | CONNING INC. | $11.9M | 390,500 | Hold |