| 1 | AMERIPRISE FINANCIAL INC | $209.7M | 632,550 | Added |
| 2 | MORGAN STANLEY | $206.2M | 622,262 | Added |
| 3 | LINCOLN NATIONAL CORP | $151.9M | 458,185 | Trimmed |
| 4 | TOMPKINS FINANCIAL CORP | $98.7M | 297,851 | Trimmed |
| 5 | GOLDMAN SACHS GROUP INC | $92.8M | 279,973 | Added |
| 6 | UBS Group AG | $77.4M | 233,388 | Added |
| 7 | Focus Partners Wealth | $74.0M | 223,425 | Trimmed |
| 8 | Callan Family Office, LLC | $72.6M | 219,190 | Trimmed |
| 9 | Cliffwater LLC | $42.9M | 129,315 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $37.8M | 113,987 | Added |
| 11 | Gotham Asset Management, LLC | $36.6M | 110,567 | Added |
| 12 | AQR CAPITAL MANAGEMENT LLC | $34.6M | 104,527 | Added |
| 13 | Trustees of Dartmouth College | $32.5M | 98,053 | New |
| 14 | Cerity Partners LLC | $32.4M | 97,663 | Trimmed |
| 15 | Diversified Trust Co | $26.6M | 80,244 | Added |
| 16 | LPL Financial LLC | $26.5M | 80,039 | Trimmed |
| 17 | Fund Evaluation Group, LLC | $25.2M | 75,890 | Trimmed |
| 18 | HighTower Advisors, LLC | $23.4M | 70,668 | Added |
| 19 | Sovereign Investment Advisors, LLC | $22.4M | 67,720 | Added |
| 20 | OpenArc Corporate Advisory, LLC | $21.2M | 63,886 | Trimmed |
| 21 | PENNINGTON PARTNERS & CO., LLC | $21.1M | 63,752 | Trimmed |
| 22 | AlphaCore Capital LLC | $19.2M | 57,817 | Added |
| 23 | MML INVESTORS SERVICES, LLC | $19.0M | 57,435 | Added |
| 24 | Diversified Portfolios, Inc. | $18.9M | 57,120 | Trimmed |
| 25 | NewEdge Advisors, LLC | $17.8M | 53,773 | Added |