| 1 | AMERIPRISE FINANCIAL INC | $432.5M | 17.3M | Trimmed |
| 2 | LPL Financial LLC | $192.1M | 7.7M | Added |
| 3 | GRIMES & Co WEALTH MANAGEMENT, LLC | $170.7M | 6.8M | Trimmed |
| 4 | Bramshill Investments, LLC | $151.9M | 6.1M | New |
| 5 | iA Global Asset Management Inc. | $103.3M | 4.1M | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $96.6M | 3.9M | Trimmed |
| 7 | Wealthfront Advisers LLC | $95.3M | 3.8M | Trimmed |
| 8 | NEUBERGER BERMAN GROUP LLC | $89.7M | 3.6M | Trimmed |
| 9 | RMG Wealth Management LLC | $87.9M | 3.5M | New |
| 10 | Clark Capital Management Group, Inc. | $78.0M | 3.1M | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $76.5M | 3.1M | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $68.0M | 2.7M | Added |
| 13 | MORGAN STANLEY | $62.9M | 2.5M | Added |
| 14 | ASSETMARK, INC | $61.2M | 2.4M | Trimmed |
| 15 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | $51.6M | 2.1M | Added |
| 16 | Nuveen, LLC | $45.4M | 1.8M | Hold |
| 17 | SIGMA INVESTMENT COUNSELORS INC | $42.1M | 1.7M | Added |
| 18 | Berkshire Money Management, Inc. | $42.1M | 1.7M | Added |
| 19 | UBS Group AG | $39.2M | 1.6M | Added |
| 20 | Arax Advisory Partners | $34.1M | 1.4M | Added |
| 21 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $32.9M | 1.3M | Trimmed |
| 22 | Thrivent Financial for Lutherans | $32.5M | 1.3M | Trimmed |
| 23 | DAVENPORT & Co LLC | $32.4M | 1.3M | Trimmed |
| 24 | CAPSTONE INVESTMENT ADVISORS, LLC | $27.8M | 1.1M | New |
| 25 | ANGELES WEALTH MANAGEMENT, LLC | $27.7M | 1.1M | Added |