| 1 | LOOMIS SAYLES & CO L P | $340.7M | 8.1M | Added |
| 2 | LPL Financial LLC | $98.2M | 2.3M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $90.0M | 2.1M | Added |
| 4 | Cerity Partners LLC | $61.6M | 1.5M | Added |
| 5 | Vestmark Advisory Solutions, Inc. | $38.2M | 905,571 | Trimmed |
| 6 | Northwest Financial Advisors | $35.2M | 834,612 | New |
| 7 | WELLS FARGO & COMPANY/MN | $23.4M | 554,280 | Added |
| 8 | AMERIPRISE FINANCIAL INC | $17.4M | 412,285 | Hold |
| 9 | BANK OF AMERICA CORP /DE/ | $13.3M | 315,461 | Added |
| 10 | IHT Wealth Management, LLC | $11.8M | 281,075 | Added |
| 11 | MAI Capital Management | $10.2M | 243,189 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $9.5M | 226,245 | Added |
| 13 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $9.5M | 225,991 | Hold |
| 14 | Baird Financial Group, Inc. | $8.6M | 205,315 | Added |
| 15 | Greater Midwest Financial Group, LLC | $7.6M | 180,929 | Trimmed |
| 16 | Clifford Group, LLC | $6.4M | 152,854 | Trimmed |
| 17 | MML INVESTORS SERVICES, LLC | $5.0M | 119,798 | Added |
| 18 | PNC Financial Services Group, Inc. | $4.7M | 111,238 | Added |
| 19 | Golden State Wealth Management, LLC | $3.7M | 87,435 | New |
| 20 | Apollon Wealth Management, LLC | $3.4M | 81,125 | Trimmed |
| 21 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.5M | 35,303 | Added |
| 22 | Atlanta Consulting Group Advisors, LLC | $1.3M | 29,855 | Added |
| 23 | Stratos Wealth Partners, LTD. | $1.1M | 27,241 | Trimmed |
| 24 | Integrated Wealth Concepts LLC | $946,495 | 22,466 | New |
| 25 | OSAIC HOLDINGS, INC. | $770,209 | 18,282 | Added |