| 1 | JPMORGAN CHASE & CO | $2.42B | 47.7M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $739.7M | 14.6M | Added |
| 3 | NorthRock Partners, LLC | $409.6M | 8.1M | Trimmed |
| 4 | LPL Financial LLC | $237.3M | 4.7M | Trimmed |
| 5 | M&T Bank Corp | $229.1M | 4.5M | Added |
| 6 | MORGAN STANLEY | $222.0M | 4.4M | Trimmed |
| 7 | Hamilton Capital, LLC | $194.9M | 3.8M | Added |
| 8 | AMERIPRISE FINANCIAL INC | $177.5M | 3.5M | Trimmed |
| 9 | Acropolis Investment Management, LLC | $105.5M | 2.1M | Added |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $98.7M | 2.0M | Added |
| 11 | JOHNSON INVESTMENT COUNSEL INC | $79.8M | 1.6M | Added |
| 12 | BAILARD, INC. | $76.6M | 1.5M | Added |
| 13 | Avalon Trust Co | $68.1M | 1.3M | Added |
| 14 | HSBC HOLDINGS PLC | $49.1M | 967,948 | Trimmed |
| 15 | BlueStem Wealth Partners, LLC | $48.5M | 957,738 | Added |
| 16 | Ocean Park Asset Management, LLC | $45.7M | 900,978 | Hold |
| 17 | First National Trust Co | $45.4M | 895,717 | Added |
| 18 | Cambridge Investment Research Advisors, Inc. | $45.4M | 895,067 | Added |
| 19 | OneDigital Investment Advisors LLC | $45.0M | 887,331 | Trimmed |
| 20 | Bill Few Associates, Inc. | $43.4M | 855,925 | Added |
| 21 | Kestra Advisory Services, LLC | $41.8M | 825,355 | Trimmed |
| 22 | Goelzer Investment Management, Inc. | $40.9M | 807,941 | Trimmed |
| 23 | CAPTRUST FINANCIAL ADVISORS | $40.8M | 804,293 | Trimmed |
| 24 | Tortoise Investment Management, LLC | $35.7M | 705,007 | Added |
| 25 | Focus Partners Wealth | $34.9M | 687,816 | Added |