| 1 | BlackRock, Inc. | $208.5M | 4.2M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $120.5M | 2.4M | Added |
| 3 | STATE OF MICHIGAN RETIREMENT SYSTEM | $94.7M | 1.9M | New |
| 4 | CAPTRUST FINANCIAL ADVISORS | $66.5M | 1.3M | Trimmed |
| 5 | Permanens Capital L.P. | $55.0M | 1.1M | Added |
| 6 | LPL Financial LLC | $44.1M | 885,051 | Added |
| 7 | FMR LLC | $37.1M | 744,112 | New |
| 8 | Cetera Investment Advisers | $20.0M | 401,449 | Added |
| 9 | BANK OF AMERICA CORP /DE/ | $18.4M | 369,449 | Trimmed |
| 10 | MORGAN STANLEY | $13.9M | 279,511 | Added |
| 11 | Envestnet Portfolio Solutions, Inc. | $13.8M | 276,466 | New |
| 12 | PNC Financial Services Group, Inc. | $12.6M | 252,901 | Trimmed |
| 13 | ASSETMARK, INC | $12.2M | 243,814 | New |
| 14 | JPMORGAN CHASE & CO | $9.8M | 196,050 | Added |
| 15 | MML INVESTORS SERVICES, LLC | $8.8M | 175,940 | Added |
| 16 | OneDigital Investment Advisors LLC | $7.5M | 149,693 | New |
| 17 | CITADEL ADVISORS LLC | $7.2M | 144,480 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $7.0M | 139,892 | New |
| 19 | All Terrain Financial Advisors, LLC | $6.1M | 122,105 | New |
| 20 | Kelly Financial Services LLC | $5.9M | 117,403 | New |
| 21 | DIVERSIFY WEALTH MANAGEMENT, LLC | $5.5M | 110,772 | New |
| 22 | Diversify Advisory Services, LLC | $5.5M | 110,772 | New |
| 23 | Perigon Wealth Management, LLC | $5.2M | 105,067 | Added |
| 24 | Saxony Capital Management, LLC | $4.5M | 89,886 | Trimmed |
| 25 | JB Capital LLC | $4.3M | 85,247 | New |