| 1 | University of Cambridge Investment Management Ltd | $93.9M | 0 | Trimmed |
| 2 | BECKER CAPITAL MANAGEMENT INC | $14.5M | 255,669 | Added |
| 3 | KEYBANK NATIONAL ASSOCIATION/OH | $10.0M | 175,276 | Added |
| 4 | JNBA Financial Advisors | $4.3M | 75,662 | Trimmed |
| 5 | BSW Wealth Partners | $3.3M | 57,656 | Trimmed |
| 6 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $2.5M | 44,053 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $1.7M | 29,470 | Added |
| 8 | Napier Financial, LLC | $1.6M | 28,651 | Trimmed |
| 9 | Financial Council, LLC | $1.6M | 28,114 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 27,822 | Added |
| 11 | Tarbox Family Office, Inc. | $1.6M | 27,445 | Added |
| 12 | NerdWallet Wealth Partners, LLC | $1.5M | 26,929 | Added |
| 13 | Apollon Wealth Management, LLC | $1.1M | 20,207 | Trimmed |
| 14 | Cambridge Investment Research Advisors, Inc. | $1.1M | 19,336 | Trimmed |
| 15 | Human Investing LLC | $995,700 | 17,533 | Trimmed |
| 16 | M&T Bank Corp | $934,309 | 16,452 | New |
| 17 | Kestra Advisory Services, LLC | $922,335 | 16,241 | Trimmed |
| 18 | Sound Stewardship, LLC | $912,858 | 16,074 | Added |
| 19 | Magnus Financial Group LLC | $911,730 | 16,054 | Trimmed |
| 20 | Pacific Excel Wealth Advisors, Inc. | $889,786 | 15,668 | New |
| 21 | Heritage Family Offices, LLP | $889,786 | 15,668 | New |
| 22 | Ferguson Shapiro LLC | $848,238 | 14,936 | Added |
| 23 | Highland Financial Advisors, LLC | $811,245 | 14,285 | Trimmed |
| 24 | Sprinkle Financial Consultants LLC | $677,579 | 11,931 | Added |
| 25 | COLTON GROOME FINANCIAL ADVISORS, LLC | $672,678 | 11,845 | Trimmed |