| 1 | State of New Jersey Common Pension Fund D | $304.6M | 3.7M | Hold |
| 2 | BRYN MAWR TRUST Co | $72.3M | 878,997 | Added |
| 3 | Modera Wealth Management, LLC | $72.3M | 878,343 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $45.6M | 554,806 | Trimmed |
| 5 | Financial Advisory Corp | $45.3M | 550,184 | Trimmed |
| 6 | Baker Avenue Asset Management, LP | $37.2M | 451,566 | Added |
| 7 | Wealthcare Advisory Partners LLC | $34.9M | 424,121 | Added |
| 8 | Plancorp, LLC | $32.6M | 394,801 | Trimmed |
| 9 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $30.4M | 369,979 | Trimmed |
| 10 | Bear Mountain Capital, Inc. | $28.6M | 343,768 | Added |
| 11 | Shakespeare Wealth Management, LLC | $25.3M | 307,098 | Added |
| 12 | CHOREO, LLC | $25.1M | 304,597 | Trimmed |
| 13 | St. Louis Trust Co | $24.6M | 9,680 | Hold |
| 14 | MISSION WEALTH MANAGEMENT, LP | $24.2M | 293,676 | Added |
| 15 | Ballentine Partners, LLC | $23.8M | 288,781 | Trimmed |
| 16 | Envestnet Portfolio Solutions, Inc. | $21.7M | 263,593 | Added |
| 17 | FIRST CITIZENS BANK & TRUST CO | $21.5M | 261,333 | Added |
| 18 | Bryn Mawr Trust Advisors, LLC | $19.8M | 241,190 | Added |
| 19 | FSM Wealth Advisors, LLC | $19.7M | 239,967 | Added |
| 20 | TRUIST FINANCIAL CORP | $16.6M | 201,948 | Trimmed |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $16.4M | 198,886 | Trimmed |
| 22 | Cambridge Investment Research Advisors, Inc. | $15.8M | 191,880 | Trimmed |
| 23 | Sequoia Financial Advisors, LLC | $14.4M | 175,462 | Added |
| 24 | Wealth Architects, LLC | $14.1M | 171,066 | Trimmed |
| 25 | RTD Financial Advisors, Inc. | $13.9M | 169,510 | Trimmed |