| 1 | Sequoia Financial Advisors, LLC | $215.5M | 4.4M | Added |
| 2 | National Pension Service | $135.5M | 2.8M | Hold |
| 3 | BANK OF AMERICA CORP /DE/ | $124.6M | 2.5M | Added |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $77.9M | 1.6M | Trimmed |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $74.9M | 1.5M | Added |
| 6 | JONES FINANCIAL COMPANIES LLLP | $27.6M | 570,408 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $22.2M | 452,964 | Trimmed |
| 8 | Rockefeller Capital Management L.P. | $19.9M | 405,008 | Trimmed |
| 9 | YARGER WEALTH STRATEGIES, LLC | $19.6M | 395,595 | Added |
| 10 | Cetera Investment Advisers | $17.8M | 362,698 | Added |
| 11 | FMR LLC | $15.2M | 309,695 | Trimmed |
| 12 | LPL Financial LLC | $14.8M | 301,675 | Added |
| 13 | Allworth Financial LP | $14.4M | 294,417 | Trimmed |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $12.9M | 263,939 | Trimmed |
| 15 | Focus Partners Wealth | $11.6M | 236,346 | Trimmed |
| 16 | United Advisor Group, LLC | $9.8M | 200,703 | Added |
| 17 | Frontier Asset Management, LLC | $9.7M | 198,048 | Trimmed |
| 18 | Grant Street Asset Management, Inc. | $6.0M | 122,735 | Added |
| 19 | CENTAURUS FINANCIAL, INC. | $5.7M | 116,664 | Added |
| 20 | MBL Wealth, LLC | $5.5M | 112,033 | Trimmed |
| 21 | Asset One Wealth Management LLC | $5.2M | 105,775 | Trimmed |
| 22 | TPG Advisors LLC | $4.4M | 89,791 | Added |
| 23 | Sandy Cove Advisors, LLC | $4.3M | 87,200 | Added |
| 24 | Cambridge Investment Research Advisors, Inc. | $4.0M | 82,041 | Added |
| 25 | MB, LEVIS & ASSOCIATES, LLC | $2.9M | 59,470 | Added |