| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $134.7M | 2.2M | Added |
| 2 | JPMORGAN CHASE & CO | $92.7M | 1.5M | Added |
| 3 | MORGAN STANLEY | $84.7M | 1.4M | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $47.9M | 773,812 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $45.3M | 732,408 | Added |
| 6 | Foundations Investment Advisors, LLC | $43.4M | 700,801 | Added |
| 7 | Cetera Investment Advisers | $42.1M | 681,007 | Added |
| 8 | Royal Bank of Canada | $34.4M | 556,029 | Added |
| 9 | M&T Bank Corp | $28.8M | 465,931 | Trimmed |
| 10 | National Philanthropic Trust | $27.9M | 450,569 | Added |
| 11 | OSAIC HOLDINGS, INC. | $27.6M | 445,216 | Added |
| 12 | LPL Financial LLC | $27.5M | 444,386 | Trimmed |
| 13 | Bank of New York Mellon Corp | $22.7M | 366,811 | Added |
| 14 | Kestra Advisory Services, LLC | $22.2M | 357,977 | Added |
| 15 | AMG National Trust Bank | $20.7M | 333,721 | Added |
| 16 | KEYBANK NATIONAL ASSOCIATION/OH | $19.7M | 317,704 | Trimmed |
| 17 | Connecticut Wealth Management, LLC | $19.1M | 308,896 | Trimmed |
| 18 | HUNTINGTON NATIONAL BANK | $19.0M | 306,934 | Added |
| 19 | Creative Planning | $18.1M | 293,228 | Trimmed |
| 20 | LBMC INVESTMENT ADVISORS, LLC | $14.8M | 239,252 | Trimmed |
| 21 | WELLS FARGO & COMPANY/MN | $14.8M | 239,041 | Trimmed |
| 22 | IFG Advisors, LLC | $14.5M | 234,984 | Trimmed |
| 23 | FIFTH THIRD BANCORP | $14.3M | 230,613 | Added |
| 24 | TWO SIGMA INVESTMENTS, LP | $14.3M | 230,417 | Trimmed |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $14.1M | 227,485 | Added |