| 1 | BlackRock, Inc. | $55.7M | 1.3M | Added |
| 2 | Focus Partners Wealth | $36.6M | 826,504 | Trimmed |
| 3 | JPMORGAN CHASE & CO | $33.8M | 759,516 | Added |
| 4 | Portland Global Advisors LLC | $18.1M | 408,574 | Added |
| 5 | LPL Financial LLC | $17.6M | 398,254 | Trimmed |
| 6 | Prosperity Planning, Inc. | $15.1M | 0 | Added |
| 7 | FARMERS & MERCHANTS INVESTMENTS INC | $14.6M | 330,244 | Added |
| 8 | OneDigital Investment Advisors LLC | $12.2M | 274,797 | Added |
| 9 | Northland Capital Management LLC | $10.9M | 247,196 | Added |
| 10 | DEUTSCHE BANK AG\ | $10.6M | 240,209 | Added |
| 11 | McGuire Investment Group, LLC | $8.7M | 197,745 | Added |
| 12 | MORGAN STANLEY | $8.5M | 192,095 | Added |
| 13 | Sanctuary Advisors, LLC | $7.3M | 164,016 | Added |
| 14 | Beverly Hills Private Wealth, LLC | $6.8M | 154,381 | Added |
| 15 | Financial Engines Advisors L.L.C. | $6.4M | 145,175 | Added |
| 16 | BANK OF AMERICA CORP /DE/ | $5.2M | 117,033 | Added |
| 17 | CROBAN | $5.2M | 116,688 | Added |
| 18 | Avise Financial Cooperative, Inc. | $4.6M | 102,919 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 97,668 | Added |
| 20 | UBS Group AG | $3.8M | 84,937 | Trimmed |
| 21 | GUIDANCE CAPITAL, INC | $3.7M | 84,546 | Added |
| 22 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.0M | 69,394 | Added |
| 23 | Sunflower Bank, N.A. | $2.4M | 55,380 | Hold |
| 24 | LifePlan Financial, LLC | $2.3M | 52,160 | Added |
| 25 | GREAT VALLEY ADVISOR GROUP, INC. | $2.2M | 49,632 | Added |