| 1 | AIA Group Ltd | $630.5M | 15.1M | Added |
| 2 | BROWN BROTHERS HARRIMAN & CO | $434.1M | 10.4M | Added |
| 3 | Merit Financial Group, LLC | $351.7M | 8.4M | Added |
| 4 | HB Wealth Management, LLC | $271.3M | 6.7M | Added |
| 5 | Allworth Financial LP | $253.8M | 6.1M | Trimmed |
| 6 | Trustees of Dartmouth College | $160.1M | 3.8M | Added |
| 7 | Legacy Advisors, LLC | $143.1M | 3.4M | Trimmed |
| 8 | LAZARD ASSET MANAGEMENT LLC | $120.2M | 2.9M | Added |
| 9 | LPL Financial LLC | $106.0M | 2.5M | Added |
| 10 | Focus Partners Wealth | $103.3M | 2.5M | Added |
| 11 | Modern Wealth Management, LLC | $83.4M | 2.0M | Added |
| 12 | Crestwood Advisors Group, LLC | $82.1M | 2.0M | Added |
| 13 | FFT WEALTH MANAGEMENT LLC | $75.4M | 1.8M | Added |
| 14 | Perigon Wealth Management, LLC | $73.7M | 1.8M | Added |
| 15 | Alvarez & Marsal Private Wealth Partners, LLC | $71.2M | 1.7M | Trimmed |
| 16 | Atria Investments, Inc | $70.9M | 1.7M | Added |
| 17 | Prodigy Asset Management LLC | $51.4M | 1.2M | Added |
| 18 | MONETA GROUP INVESTMENT ADVISORS LLC | $43.0M | 1.0M | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $40.4M | 969,941 | Added |
| 20 | Auxano Advisors, LLC | $39.6M | 950,941 | Trimmed |
| 21 | CENTRAL TRUST Co | $33.7M | 808,861 | Trimmed |
| 22 | PINNACLE ASSOCIATES LTD | $33.5M | 805,822 | Trimmed |
| 23 | MML INVESTORS SERVICES, LLC | $26.3M | 632,609 | Trimmed |
| 24 | New Republic Capital, LLC | $22.4M | 536,075 | Added |
| 25 | Colony Family Offices, LLC | $21.3M | 512,289 | Added |