| 1 | BANK OF AMERICA CORP /DE/ | $160.8M | 6.6M | Added |
| 2 | MORGAN STANLEY | $93.4M | 3.8M | Trimmed |
| 3 | JONES FINANCIAL COMPANIES LLLP | $81.3M | 3.3M | Added |
| 4 | Meeder Advisory Services, Inc. | $74.3M | 3.1M | Added |
| 5 | Schneider Downs Wealth Management Advisors, LP | $64.8M | 2.7M | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $58.6M | 2.4M | Added |
| 7 | Cetera Investment Advisers | $55.5M | 2.3M | Added |
| 8 | UBS Group AG | $52.9M | 2.2M | Added |
| 9 | IAG Wealth Partners, LLC | $47.9M | 2.0M | Added |
| 10 | LPL Financial LLC | $44.8M | 1.8M | Trimmed |
| 11 | Midwest Trust Co | $33.9M | 1.4M | Added |
| 12 | Mariner, LLC | $29.0M | 1.2M | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $23.9M | 983,337 | Added |
| 14 | Royal Bank of Canada | $17.8M | 729,308 | Added |
| 15 | Lebenthal Global Advisors, LLC | $16.2M | 663,814 | Trimmed |
| 16 | FLPUTNAM INVESTMENT MANAGEMENT CO | $15.9M | 652,258 | Added |
| 17 | Pallas Capital Advisors LLC | $15.0M | 617,698 | Added |
| 18 | Orion Porfolio Solutions, LLC | $14.5M | 596,221 | Trimmed |
| 19 | Waverly Advisors, LLC | $14.0M | 573,580 | New |
| 20 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $12.7M | 520,097 | Trimmed |
| 21 | CONDOR CAPITAL MANAGEMENT | $12.5M | 514,726 | Added |
| 22 | GREAT VALLEY ADVISOR GROUP, INC. | $12.4M | 507,293 | Added |
| 23 | CFO4Life Group, LLC | $12.3M | 505,504 | Added |
| 24 | INVENIO WEALTH PARTNERS LLC | $11.2M | 461,315 | Added |
| 25 | MassMutual Private Wealth & Trust, FSB | $11.2M | 459,502 | Added |