| 1 | VANGUARD GROUP INC | $342.9M | 4.2M | Added |
| 2 | MORGAN STANLEY | $133.5M | 1.6M | Added |
| 3 | Creative Planning | $131.6M | 1.6M | Added |
| 4 | KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje | $76.4M | 927,845 | New |
| 5 | Royal Bank of Canada | $50.8M | 616,353 | Added |
| 6 | Harpswell Capital Advisors, LLC | $47.1M | 571,525 | Trimmed |
| 7 | IMA Advisory Services, Inc. | $39.8M | 483,384 | Added |
| 8 | Boston Trust Walden Corp | $37.9M | 460,280 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $37.5M | 455,867 | Added |
| 10 | SCS Capital Management LLC | $35.6M | 432,269 | Trimmed |
| 11 | Evelyn Partners Group Ltd | $29.6M | 226,203 | New |
| 12 | Prime Buchholz LLC | $26.2M | 318,254 | Added |
| 13 | Facet Wealth, Inc. | $25.8M | 313,891 | Trimmed |
| 14 | AMERIPRISE FINANCIAL INC | $25.6M | 311,309 | Trimmed |
| 15 | Apella Capital, LLC | $24.7M | 305,254 | Added |
| 16 | Cerity Partners LLC | $22.1M | 268,473 | Added |
| 17 | Sellwood Investment Partners LLC | $21.2M | 257,549 | Trimmed |
| 18 | HighTower Advisors, LLC | $20.3M | 246,124 | Trimmed |
| 19 | NORTHSTAR ASSET MANAGEMENT INC | $20.1M | 244,109 | Added |
| 20 | BANK OF AMERICA CORP /DE/ | $20.1M | 243,546 | Trimmed |
| 21 | Hanson & Doremus Investment Management | $19.7M | 238,759 | Trimmed |
| 22 | UBS Group AG | $19.4M | 235,260 | Added |
| 23 | Angeles Investment Advisors, LLC | $19.3M | 234,590 | Added |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | $18.2M | 221,149 | Added |
| 25 | Beacon Pointe Advisors, LLC | $18.2M | 220,509 | Added |