| 1 | UBS Group AG | $238.0M | 4.7M | Added |
| 2 | FOSTER DYKEMA CABOT & PARTNERS, LLC | $210.3M | 4.2M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $188.4M | 3.7M | Trimmed |
| 4 | FMR LLC | $174.2M | 3.4M | Trimmed |
| 5 | LPL Financial LLC | $170.8M | 3.4M | Added |
| 6 | Temasek Holdings (Private) Ltd | $99.9M | 2.0M | Hold |
| 7 | DONALDSON CAPITAL MANAGEMENT, LLC | $97.5M | 1.9M | Trimmed |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $87.7M | 1.7M | Trimmed |
| 9 | Royal Bank of Canada | $84.6M | 1.7M | Added |
| 10 | Focus Partners Wealth | $77.4M | 235,445 | Trimmed |
| 11 | BlackRock, Inc. | $74.8M | 1.5M | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $67.3M | 1.3M | Added |
| 13 | Winthrop Advisory Group LLC | $62.0M | 1.2M | Added |
| 14 | Iron Gate Global Advisors LLC | $59.6M | 1.2M | Added |
| 15 | Foster Group, Inc. | $56.7M | 1.1M | Added |
| 16 | Diversified Portfolios, Inc. | $55.8M | 1.1M | Added |
| 17 | Acorns Advisers, LLC | $53.8M | 1.1M | Added |
| 18 | Mariner, LLC | $49.1M | 970,635 | Trimmed |
| 19 | Prosperity Consulting Group, LLC | $45.2M | 893,574 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $43.7M | 864,203 | Added |
| 21 | Valtinson Bruner Financial Planning LLC | $38.7M | 764,380 | Added |
| 22 | Capital Advantage, Inc. | $37.0M | 731,853 | Added |
| 23 | EXCHANGE TRADED CONCEPTS, LLC | $36.0M | 710,454 | Added |
| 24 | CARY STREET PARTNERS FINANCIAL LLC | $34.6M | 684,435 | Added |
| 25 | Macro Advisors, Inc. | $31.8M | 628,366 | New |