| 1 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $137.9M | 1.5M | Hold |
| 2 | CENTRAL TRUST Co | $95.9M | 1.0M | Added |
| 3 | TRUIST FINANCIAL CORP | $32.4M | 353,440 | Added |
| 4 | Diesslin Group, Inc. | $32.2M | 351,000 | Added |
| 5 | Badgley Phelps Wealth Managers, LLC | $25.6M | 279,503 | New |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $24.3M | 264,669 | Trimmed |
| 7 | Wealthcare Advisory Partners LLC | $23.6M | 257,371 | Trimmed |
| 8 | CWA Asset Management Group, LLC | $18.8M | 205,082 | Added |
| 9 | SigFig Wealth Management, LLC | $16.1M | 176,920 | Added |
| 10 | CATALYST FINANCIAL PARTNERS LLC | $15.8M | 172,778 | Added |
| 11 | Berger Financial Group, Inc | $13.0M | 142,271 | Trimmed |
| 12 | Rossby Financial, LCC | $12.5M | 136,447 | Added |
| 13 | CONGRESS ASSET MANAGEMENT CO | $12.3M | 133,716 | Trimmed |
| 14 | CMH Wealth Management LLC | $11.6M | 127,138 | Added |
| 15 | ROGCO, LP | $10.3M | 112,165 | Added |
| 16 | JOHNSON INVESTMENT COUNSEL INC | $10.2M | 110,932 | Added |
| 17 | Benchmark Financial Wealth Advisors, LLC | $8.4M | 92,212 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $8.4M | 91,159 | Trimmed |
| 19 | Heritage Family Offices, LLP | $8.2M | 89,987 | Trimmed |
| 20 | Pacific Excel Wealth Advisors, Inc. | $8.2M | 89,987 | New |
| 21 | Concurrent Investment Advisors, LLC | $8.0M | 87,039 | New |
| 22 | CX Institutional | $6.3M | 69,157 | Trimmed |
| 23 | WorthPointe, LLC | $5.0M | 54,641 | Added |
| 24 | CITY NATIONAL BANK OF FLORIDA /MSD | $5.0M | 54,265 | Trimmed |
| 25 | GUIDANCE CAPITAL, INC | $4.1M | 45,832 | Added |