| 1 | GOLDMAN SACHS GROUP INC | $2.04B | 48.1M | Trimmed |
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC | $252.0M | 5.9M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $195.1M | 4.6M | Added |
| 4 | AMERIPRISE FINANCIAL INC | $181.6M | 4.3M | Trimmed |
| 5 | JPMORGAN CHASE & CO | $175.3M | 4.2M | Trimmed |
| 6 | MORGAN STANLEY | $160.7M | 3.8M | Added |
| 7 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $152.1M | 3.6M | Added |
| 8 | LPL Financial LLC | $150.5M | 3.5M | Trimmed |
| 9 | Dynasty Wealth Management, LLC | $147.6M | 3.5M | Trimmed |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $146.8M | 3.5M | Trimmed |
| 11 | Quotient Wealth Partners, LLC | $143.1M | 3.4M | Trimmed |
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $142.3M | 3.3M | Trimmed |
| 13 | NorthRock Partners, LLC | $130.7M | 3.1M | Added |
| 14 | WELLS FARGO & COMPANY/MN | $86.8M | 2.0M | Trimmed |
| 15 | NORTHERN TRUST CORP | $84.2M | 2.0M | Trimmed |
| 16 | Waverly Advisors, LLC | $81.9M | 1.9M | Trimmed |
| 17 | BANK OF AMERICA CORP /DE/ | $71.8M | 1.7M | Trimmed |
| 18 | Cetera Investment Advisers | $59.9M | 1.4M | Added |
| 19 | OSAIC HOLDINGS, INC. | $53.1M | 1.2M | Trimmed |
| 20 | MML INVESTORS SERVICES, LLC | $48.3M | 1.1M | Trimmed |
| 21 | PNC Financial Services Group, Inc. | $43.9M | 1.0M | Added |
| 22 | Jordan Park Group LLC | $42.3M | 995,388 | Trimmed |
| 23 | FLOW TRADERS U.S. LLC | $41.8M | 984,500 | New |
| 24 | RAYMOND JAMES FINANCIAL INC | $39.8M | 937,602 | Added |
| 25 | Mariner, LLC | $37.5M | 881,418 | Trimmed |