| 1 | Hartford Funds Management Co LLC | $437.2M | 13.0M | Trimmed |
| 2 | BANK OF MONTREAL /CAN/ | $292.3M | 8.7M | Added |
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $82.3M | 2.4M | Trimmed |
| 4 | BANK OF AMERICA CORP /DE/ | $66.9M | 2.0M | Added |
| 5 | EVOLVE PRIVATE WEALTH, LLC | $47.8M | 1.4M | Added |
| 6 | Mountain Capital Investment Advisors Inc. | $42.0M | 1.2M | Added |
| 7 | LPL Financial LLC | $41.3M | 1.2M | Trimmed |
| 8 | HB Wealth Management, LLC | $40.8M | 1.2M | Trimmed |
| 9 | UBS Group AG | $40.6M | 1.2M | Added |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $38.4M | 1.1M | Trimmed |
| 11 | Park Capital Management, LLC / WI | $36.8M | 1.1M | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $36.2M | 1.1M | Trimmed |
| 13 | CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | $33.9M | 1.0M | Added |
| 14 | HOWARD FINANCIAL SERVICES, LTD. | $33.3M | 988,036 | Added |
| 15 | HighTower Advisors, LLC | $33.2M | 984,886 | Trimmed |
| 16 | Fragasso Financial Advisors Inc | $31.0M | 915,182 | Added |
| 17 | Berger Financial Group, Inc | $30.1M | 891,872 | Trimmed |
| 18 | National Philanthropic Trust | $27.0M | 800,087 | New |
| 19 | JONES FINANCIAL COMPANIES LLLP | $25.2M | 749,789 | Added |
| 20 | Spire Wealth Management | $24.1M | 714,369 | Added |
| 21 | CATALYST FINANCIAL PARTNERS LLC | $24.0M | 711,398 | Added |
| 22 | Great Point Wealth Advisors, LLC | $22.1M | 655,906 | Added |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | $21.1M | 624,347 | Trimmed |
| 24 | CAPTRUST FINANCIAL ADVISORS | $19.8M | 586,460 | Added |
| 25 | Brio Consultants, LLC | $17.8M | 527,184 | Added |