| 1 | GOLDMAN SACHS GROUP INC | $2.28B | 48.5M | Added |
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC | $214.0M | 4.6M | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $206.8M | 4.4M | Trimmed |
| 4 | JPMORGAN CHASE & CO | $201.3M | 4.3M | Added |
| 5 | AMERIPRISE FINANCIAL INC | $192.1M | 4.1M | Trimmed |
| 6 | MORGAN STANLEY | $168.2M | 3.6M | Trimmed |
| 7 | Dynasty Wealth Management, LLC | $167.2M | 3.6M | Added |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $165.6M | 3.5M | Added |
| 9 | Quotient Wealth Partners, LLC | $161.4M | 3.4M | Added |
| 10 | LPL Financial LLC | $161.2M | 3.4M | Trimmed |
| 11 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $160.5M | 3.4M | Trimmed |
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $146.7M | 3.1M | Trimmed |
| 13 | NorthRock Partners, LLC | $133.3M | 2.8M | Trimmed |
| 14 | WELLS FARGO & COMPANY/MN | $95.7M | 2.0M | Trimmed |
| 15 | NORTHERN TRUST CORP | $94.4M | 2.0M | Added |
| 16 | BANK OF AMERICA CORP /DE/ | $91.0M | 1.9M | Added |
| 17 | Waverly Advisors, LLC | $79.5M | 1.7M | Trimmed |
| 18 | Cetera Investment Advisers | $71.9M | 1.5M | Added |
| 19 | OSAIC HOLDINGS, INC. | $63.8M | 1.4M | Added |
| 20 | PNC Financial Services Group, Inc. | $51.3M | 1.1M | Added |
| 21 | RAYMOND JAMES FINANCIAL INC | $46.3M | 986,887 | Added |
| 22 | Jordan Park Group LLC | $46.0M | 980,903 | Trimmed |
| 23 | Private Advisor Group, LLC | $45.3M | 965,338 | Added |
| 24 | Verde Capital Management | $41.4M | 881,454 | Added |
| 25 | US BANCORP \DE\ | $36.6M | 779,571 | Trimmed |