| 1 | University of Cambridge Investment Management Ltd | $108.4M | 2.2M | Trimmed |
| 2 | SUN LIFE FINANCIAL INC | $40.5M | 823,040 | Hold |
| 3 | LPL Financial LLC | $13.5M | 273,521 | Added |
| 4 | BECKER CAPITAL MANAGEMENT INC | $12.2M | 247,274 | Added |
| 5 | BROWN ADVISORY INC | $10.8M | 218,970 | Added |
| 6 | KEYBANK NATIONAL ASSOCIATION/OH | $7.9M | 159,517 | New |
| 7 | MORGAN STANLEY | $6.3M | 128,320 | Added |
| 8 | JNBA Financial Advisors | $4.2M | 85,643 | Trimmed |
| 9 | Wharton Business Group, LLC | $3.8M | 76,440 | Hold |
| 10 | FRANKLIN RESOURCES INC | $3.7M | 75,998 | Hold |
| 11 | Bank of New York Mellon Corp | $3.6M | 73,210 | New |
| 12 | Thrivent Financial for Lutherans | $3.6M | 72,370 | Added |
| 13 | Atlantic Private Wealth, LLC | $3.5M | 71,500 | Added |
| 14 | Alpine Bank Wealth Management | $3.5M | 70,342 | Trimmed |
| 15 | BSW Wealth Partners | $3.1M | 62,780 | Hold |
| 16 | RAYMOND JAMES FINANCIAL INC | $3.0M | 61,610 | Trimmed |
| 17 | Biltmore Family Office, LLC | $2.8M | 56,201 | Hold |
| 18 | NorthRock Partners, LLC | $2.3M | 47,274 | Added |
| 19 | HighTower Advisors, LLC | $2.3M | 46,315 | Added |
| 20 | GOULD ASSET MANAGEMENT LLC /CA/ | $2.2M | 44,743 | Added |
| 21 | EP Wealth Advisors, LLC | $2.0M | 41,433 | Trimmed |
| 22 | TWO SIGMA INVESTMENTS, LP | $2.0M | 40,300 | New |
| 23 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $2.0M | 35,571 | New |
| 24 | Lido Advisors, LLC | $1.9M | 39,312 | New |
| 25 | MAI Capital Management | $1.6M | 32,016 | Added |