| 1 | GRIMES & Co WEALTH MANAGEMENT, LLC | $170.7M | 6.8M | Trimmed |
| 2 | iA Global Asset Management Inc. | $103.3M | 4.1M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $68.0M | 2.7M | Added |
| 4 | ASSETMARK, INC | $61.2M | 2.4M | Trimmed |
| 5 | SIGMA INVESTMENT COUNSELORS INC | $42.1M | 1.7M | Added |
| 6 | Berkshire Money Management, Inc. | $42.1M | 1.7M | Added |
| 7 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $32.9M | 1.3M | Trimmed |
| 8 | DAVENPORT & Co LLC | $32.4M | 1.3M | Trimmed |
| 9 | ANGELES WEALTH MANAGEMENT, LLC | $27.7M | 1.1M | Added |
| 10 | Essex LLC | $25.2M | 1.0M | Added |
| 11 | HOWARD FINANCIAL SERVICES, LTD. | $16.8M | 670,023 | Trimmed |
| 12 | Mason & Associates Inc | $15.9M | 634,715 | Added |
| 13 | PARK AVENUE SECURITIES LLC | $14.2M | 567,584 | Trimmed |
| 14 | Kestra Advisory Services, LLC | $13.5M | 539,711 | Added |
| 15 | TRUIST FINANCIAL CORP | $11.6M | 463,569 | Trimmed |
| 16 | Cornerstone National Bank & Trust Co | $11.4M | 459,497 | Trimmed |
| 17 | State of New Jersey Common Pension Fund D | $10.0M | 400,000 | Hold |
| 18 | Union Bancaire Privee, UBP SA | $9.9M | 396,680 | Added |
| 19 | FULTON BREAKEFIELD BROENNIMAN LLC | $9.8M | 390,591 | Trimmed |
| 20 | Merit Financial Group, LLC | $9.7M | 386,360 | Added |
| 21 | RiverFront Investment Group, LLC | $9.4M | 377,194 | Trimmed |
| 22 | Caldwell Trust Co | $9.2M | 368,607 | Trimmed |
| 23 | Certified Advisory Corp | $9.1M | 362,573 | Added |
| 24 | TD PRIVATE CLIENT WEALTH LLC | $9.0M | 360,371 | Added |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.9M | 358,418 | Trimmed |