| 1 | Bank of Italy | $100.9M | 887,779 | Hold |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $80.3M | 706,838 | Trimmed |
| 3 | FMR LLC | $51.7M | 455,266 | Trimmed |
| 4 | JPMORGAN CHASE & CO | $48.8M | 443,012 | Trimmed |
| 5 | Royal Bank of Canada | $42.8M | 376,738 | Added |
| 6 | Creative Planning | $23.3M | 205,356 | Added |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $23.2M | 202,161 | Trimmed |
| 8 | Allworth Financial LP | $21.7M | 190,807 | Trimmed |
| 9 | Ellevest, Inc. | $17.7M | 156,004 | Added |
| 10 | Pathstone Holdings, LLC | $13.0M | 114,456 | Added |
| 11 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $9.4M | 82,341 | Trimmed |
| 12 | Robertson Stephens Wealth Management, LLC | $9.1M | 80,075 | Added |
| 13 | Sanctuary Advisors, LLC | $9.0M | 79,626 | Added |
| 14 | Trilogy Capital Inc. | $8.9M | 78,073 | New |
| 15 | OneDigital Investment Advisors LLC | $8.8M | 77,261 | Added |
| 16 | FLOW TRADERS U.S. LLC | $7.5M | 65,760 | New |
| 17 | Kingsview Wealth Management, LLC | $7.1M | 62,541 | New |
| 18 | BANK OF AMERICA CORP /DE/ | $7.1M | 62,266 | Trimmed |
| 19 | One Wealth Advisors, LLC | $7.0M | 61,802 | Trimmed |
| 20 | Xena Financial Planning, LLC | $6.8M | 59,878 | Added |
| 21 | W ADVISORS, LLC | $6.1M | 53,299 | Trimmed |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $5.9M | 51,996 | Trimmed |
| 23 | SK Wealth Management, LLC | $5.9M | 50,820 | Trimmed |
| 24 | GeoWealth Management, LLC | $5.8M | 51,047 | Trimmed |
| 25 | BLUESTEM FINANCIAL ADVISORS, LLC | $5.6M | 49,270 | Added |