| 1 | ENVESTNET ASSET MANAGEMENT INC | $273.9M | 5.4M | Added |
| 2 | ADAPT Investment Managers SA | $177.9M | 3.5M | Added |
| 3 | TRUIST FINANCIAL CORP | $121.9M | 2.4M | Added |
| 4 | WestEnd Advisors, LLC | $113.3M | 2.2M | Added |
| 5 | CITIGROUP INC | $113.1M | 2.2M | Added |
| 6 | FACTORY MUTUAL INSURANCE CO | $47.9M | 943,000 | New |
| 7 | RiverFront Investment Group, LLC | $23.7M | 465,998 | Trimmed |
| 8 | GRIMES & Co WEALTH MANAGEMENT, LLC | $22.6M | 444,783 | Added |
| 9 | Trust Asset Management LLC | $22.1M | 516,414 | Added |
| 10 | VESTOR CAPITAL, LLC | $22.1M | 31,457 | Trimmed |
| 11 | Cambridge Investment Research Advisors, Inc. | $18.6M | 365,324 | Added |
| 12 | AE Wealth Management LLC | $17.7M | 348,281 | Trimmed |
| 13 | ASSETMARK, INC | $14.2M | 279,439 | Added |
| 14 | Biltmore Wealth Management, LLC | $13.9M | 273,577 | Added |
| 15 | TCV Trust & Wealth Management, Inc. | $12.2M | 239,993 | Trimmed |
| 16 | PARK AVENUE SECURITIES LLC | $12.2M | 239,922 | Added |
| 17 | Royal Fund Management, LLC | $11.3M | 221,572 | Trimmed |
| 18 | ADAMS DIVERSIFIED EQUITY FUND, INC. | $11.0M | 217,300 | New |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $10.7M | 210,187 | Added |
| 20 | FLAGSHIP HARBOR ADVISORS, LLC | $9.7M | 190,279 | Added |
| 21 | JMAC ENTERPRISES LLC | $9.4M | 185,558 | Added |
| 22 | CoreCap Advisors, LLC | $9.4M | 185,556 | Added |
| 23 | Trilogy Capital Inc. | $9.1M | 179,978 | Trimmed |
| 24 | TOTH FINANCIAL ADVISORY CORP | $9.0M | 176,882 | Added |
| 25 | MEITAV INVESTMENT HOUSE LTD | $8.3M | 162,417 | Hold |