| 1 | Hartford Funds Management Co LLC | $462.7M | 13.7M | Added |
| 2 | BANK OF MONTREAL /CAN/ | $333.8M | 9.9M | Added |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $91.0M | 2.7M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $70.7M | 2.1M | Added |
| 5 | Thrivent Financial for Lutherans | $54.1M | 1.6M | Added |
| 6 | EVOLVE PRIVATE WEALTH, LLC | $51.1M | 1.5M | Added |
| 7 | LPL Financial LLC | $48.7M | 1.4M | Added |
| 8 | Mountain Capital Investment Advisors Inc. | $44.6M | 1.3M | Added |
| 9 | UBS Group AG | $40.8M | 1.2M | Added |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $38.0M | 1.1M | Trimmed |
| 11 | HB Wealth Management, LLC | $36.4M | 1.1M | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $35.2M | 1.0M | Trimmed |
| 13 | HOWARD FINANCIAL SERVICES, LTD. | $34.3M | 1.0M | Added |
| 14 | Berger Financial Group, Inc | $33.0M | 978,480 | Added |
| 15 | Fragasso Financial Advisors Inc | $31.9M | 945,414 | Added |
| 16 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $31.8M | 943,797 | Trimmed |
| 17 | HighTower Advisors, LLC | $30.6M | 908,214 | Trimmed |
| 18 | JONES FINANCIAL COMPANIES LLLP | $28.9M | 850,737 | Added |
| 19 | CATALYST FINANCIAL PARTNERS LLC | $25.3M | 750,389 | Added |
| 20 | National Philanthropic Trust | $24.4M | 722,126 | Trimmed |
| 21 | Spire Wealth Management | $24.1M | 713,501 | Trimmed |
| 22 | Great Point Wealth Advisors, LLC | $23.2M | 687,937 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $21.4M | 634,309 | Added |
| 24 | Brio Consultants, LLC | $17.8M | 528,257 | Added |
| 25 | ATTICUS WEALTH MANAGEMENT, LLC | $17.1M | 507,709 | Added |