| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $715.9M | 10.2M | Trimmed |
| 2 | Invesco Ltd. | $428.7M | 6.1M | Added |
| 3 | MORGAN STANLEY | $95.1M | 1.4M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $67.4M | 963,927 | Added |
| 5 | Bank of New York Mellon Corp | $66.7M | 954,217 | Trimmed |
| 6 | LPL Financial LLC | $61.7M | 883,311 | Added |
| 7 | UBS Group AG | $47.4M | 677,998 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $45.4M | 649,503 | Added |
| 9 | Sanctuary Advisors, LLC | $40.5M | 579,402 | Added |
| 10 | Corient Private Wealth LLC | $30.7M | 439,205 | Added |
| 11 | Johnson & White Wealth Management, LLC | $27.1M | 387,859 | Added |
| 12 | FIRST AMERICAN TRUST, FSB | $23.4M | 334,207 | New |
| 13 | Charles Schwab Trust Co | $23.3M | 333,037 | Trimmed |
| 14 | VICTORY CAPITAL MANAGEMENT INC | $22.5M | 321,362 | Trimmed |
| 15 | Equitable Holdings, Inc. | $21.2M | 323,646 | Added |
| 16 | JPMORGAN CHASE & CO | $18.2M | 269,215 | Added |
| 17 | Royal Bank of Canada | $15.2M | 216,926 | Added |
| 18 | Arlington Financial Advisors, LLC | $14.1M | 201,083 | Trimmed |
| 19 | Cetera Investment Advisers | $14.0M | 200,829 | Trimmed |
| 20 | NATIONAL BANK OF CANADA /FI/ | $13.4M | 192,934 | Trimmed |
| 21 | Maltin Wealth Management, Inc. | $12.0M | 171,534 | Added |
| 22 | AMERIPRISE FINANCIAL INC | $10.0M | 142,456 | Added |
| 23 | CAPTRUST FINANCIAL ADVISORS | $10.0M | 265,940 | Added |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.9M | 141,552 | Added |
| 25 | CIBC Bancorp USA Inc. | $9.3M | 133,057 | New |