| 1 | FMR LLC | $243.5M | 4.8M | Added |
| 2 | UBS Group AG | $215.8M | 4.3M | Trimmed |
| 3 | FOSTER DYKEMA CABOT & PARTNERS, LLC | $213.9M | 4.2M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $197.6M | 3.9M | Added |
| 5 | LPL Financial LLC | $193.5M | 3.8M | Added |
| 6 | Focus Partners Wealth | $159.0M | 3.1M | Added |
| 7 | BOK Financial Private Wealth, Inc. | $106.1M | 2.1M | Added |
| 8 | Temasek Holdings (Private) Ltd | $99.8M | 2.0M | Hold |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $98.0M | 1.9M | Added |
| 10 | Royal Bank of Canada | $94.3M | 1.9M | Added |
| 11 | DONALDSON CAPITAL MANAGEMENT, LLC | $86.4M | 1.7M | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $69.7M | 1.4M | Added |
| 13 | Iron Gate Global Advisors LLC | $69.2M | 1.4M | Added |
| 14 | Winthrop Advisory Group LLC | $68.8M | 1.4M | Added |
| 15 | Summit Financial, LLC | $60.8M | 1.2M | Added |
| 16 | Foster Group, Inc. | $59.8M | 1.2M | Added |
| 17 | Acorns Advisers, LLC | $54.4M | 1.1M | Added |
| 18 | Diversified Portfolios, Inc. | $54.3M | 1.1M | Trimmed |
| 19 | BlackRock, Inc. | $52.6M | 1.0M | Trimmed |
| 20 | Mariner, LLC | $47.8M | 944,326 | Trimmed |
| 21 | Macro Advisors, Inc. | $47.0M | 929,607 | Added |
| 22 | OSAIC HOLDINGS, INC. | $46.1M | 911,467 | Added |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $42.5M | 840,079 | Trimmed |
| 24 | Valtinson Bruner Financial Planning LLC | $41.1M | 812,880 | Added |
| 25 | Prosperity Consulting Group, LLC | $38.5M | 762,087 | Trimmed |