| 1 | ENVESTNET ASSET MANAGEMENT INC | $344.4M | 6.6M | Trimmed |
| 2 | Royal Bank of Canada | $37.4M | 713,956 | Added |
| 3 | Thrivent Financial for Lutherans | $18.1M | 345,438 | Added |
| 4 | Aspire Capital Advisors LLC | $14.4M | 275,341 | Trimmed |
| 5 | STIFEL FINANCIAL CORP | $12.0M | 228,195 | Added |
| 6 | LPL Financial LLC | $9.1M | 173,678 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $9.0M | 172,512 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $8.5M | 162,595 | Added |
| 9 | BAILARD, INC. | $1.9M | 36,279 | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $951,950 | 18,178 | Added |
| 11 | Capital Analysts, LLC | $861,000 | 16,430 | Added |
| 12 | TRUIST FINANCIAL CORP | $854,582 | 16,318 | Trimmed |
| 13 | Legacy Wealth Management, LLC / MS | $759,045 | 14,494 | Hold |
| 14 | BROWN ADVISORY INC | $539,097 | 10,294 | Trimmed |
| 15 | RAYMOND JAMES FINANCIAL INC | $435,456 | 8,315 | Added |
| 16 | Clarity Asset Management, Inc. | $388,580 | 7,420 | Trimmed |
| 17 | BNB Wealth Management, LLC | $365,857 | 6,986 | Added |
| 18 | GREAT VALLEY ADVISOR GROUP, INC. | $334,536 | 6,388 | New |
| 19 | COZAD ASSET MANAGEMENT INC | $304,968 | 5,823 | New |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $284,160 | 5,426 | Trimmed |
| 21 | Bank of New York Mellon Corp | $224,017 | 4,278 | New |
| 22 | MML INVESTORS SERVICES, LLC | $216,791 | 4,140 | New |
| 23 | Geneos Wealth Management Inc. | $209,742 | 4,005 | Added |
| 24 | Safeguard Investment Advisory Group, LLC | $203,196 | 3,880 | New |
| 25 | Plante Moran Financial Advisors, LLC | $47,761 | 912 | New |