| 1 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $830.4M | 25.6M | Trimmed |
| 2 | Allworth Financial LP | $62.3M | 1.9M | Added |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $49.1M | 1.5M | Trimmed |
| 4 | WCG Wealth Advisors LLC | $43.2M | 1.3M | Trimmed |
| 5 | MORGAN STANLEY | $43.0M | 1.3M | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $37.5M | 1.2M | Added |
| 7 | MERCER GLOBAL ADVISORS INC /ADV | $33.5M | 1.0M | Trimmed |
| 8 | Geneos Wealth Management Inc. | $32.4M | 998,515 | Added |
| 9 | LPL Financial LLC | $31.3M | 967,104 | Added |
| 10 | UBS Group AG | $20.9M | 645,392 | Added |
| 11 | WELLS FARGO & COMPANY/MN | $20.1M | 620,780 | Trimmed |
| 12 | Allen Investment Management, LLC | $19.2M | 596,285 | Hold |
| 13 | TSFG, LLC | $18.1M | 558,701 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $17.2M | 529,932 | Added |
| 15 | COLDSTREAM CAPITAL MANAGEMENT INC | $15.5M | 476,982 | Added |
| 16 | Royal Bank of Canada | $13.4M | 414,547 | Trimmed |
| 17 | Columbus Macro, LLC | $13.1M | 403,987 | Added |
| 18 | Janney Montgomery Scott LLC | $12.4M | 382,043 | Added |
| 19 | RiverFront Investment Group, LLC | $12.0M | 368,959 | Added |
| 20 | Rockefeller Capital Management L.P. | $11.8M | 364,296 | Trimmed |
| 21 | Cetera Investment Advisers | $10.8M | 333,795 | Trimmed |
| 22 | JPMORGAN CHASE & CO | $10.7M | 337,968 | Added |
| 23 | Valmark Advisers, Inc. | $10.1M | 312,640 | Added |
| 24 | Orion Porfolio Solutions, LLC | $10.1M | 311,863 | Added |
| 25 | ETF Portfolio Partners, Inc. | $9.8M | 302,623 | Added |