| 1 | BAILARD, INC. | $11.6M | 222,809 | Added |
| 2 | Miracle Mile Advisors, LLC | $8.6M | 165,083 | Trimmed |
| 3 | KEYBANK NATIONAL ASSOCIATION/OH | $7.2M | 138,637 | Added |
| 4 | JNBA Financial Advisors | $4.3M | 82,878 | Trimmed |
| 5 | CARY STREET PARTNERS FINANCIAL LLC | $4.0M | 76,192 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $3.2M | 60,634 | Added |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.1M | 60,395 | Added |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 41,331 | Added |
| 9 | Robertson Stephens Wealth Management, LLC | $1.9M | 36,048 | Added |
| 10 | SAGE FINANCIAL GROUP INC | $1.8M | 33,606 | Added |
| 11 | RTD Financial Advisors, Inc. | $1.7M | 32,103 | Added |
| 12 | Trilogy Capital Inc. | $1.6M | 30,195 | Added |
| 13 | EASTERN BANK | $1.3M | 24,110 | Trimmed |
| 14 | D.A. DAVIDSON & CO. | $1.3M | 24,036 | Trimmed |
| 15 | Affiance Financial, LLC | $1.2M | 23,840 | Trimmed |
| 16 | Shira Ridge Wealth Management | $1.2M | 22,896 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 21,328 | Added |
| 18 | BIRCHBROOK, INC. | $1.1M | 20,730 | Trimmed |
| 19 | Private Advisor Group, LLC | $1.1M | 20,672 | Trimmed |
| 20 | Caliber Wealth Management, LLC / KS | $1.1M | 20,394 | Hold |
| 21 | MassMutual Private Wealth & Trust, FSB | $1.1M | 20,270 | Trimmed |
| 22 | Values Added Financial LLC | $1.1M | 20,190 | Added |
| 23 | WHITTIER TRUST CO | $1.1M | 20,309 | Hold |
| 24 | Wealth Advisory Team LLC | $1.0M | 20,016 | Added |
| 25 | TRUIST FINANCIAL CORP | $1.0M | 19,490 | Trimmed |