| 1 | JPMORGAN CHASE & CO | $2.48B | 48.8M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $730.4M | 14.3M | Trimmed |
| 3 | NorthRock Partners, LLC | $497.0M | 9.7M | Added |
| 4 | MORGAN STANLEY | $283.8M | 5.6M | Trimmed |
| 5 | LPL Financial LLC | $243.6M | 4.8M | Trimmed |
| 6 | Hamilton Capital, LLC | $193.7M | 3.8M | Added |
| 7 | AMERIPRISE FINANCIAL INC | $182.3M | 3.6M | Trimmed |
| 8 | M&T Bank Corp | $170.6M | 3.3M | Trimmed |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $94.7M | 1.9M | Trimmed |
| 10 | Acropolis Investment Management, LLC | $88.0M | 1.7M | Added |
| 11 | JOHNSON INVESTMENT COUNSEL INC | $80.2M | 1.6M | New |
| 12 | BAILARD, INC. | $74.3M | 1.5M | Added |
| 13 | Avalon Trust Co | $68.2M | 1.3M | Added |
| 14 | CAPTRUST FINANCIAL ADVISORS | $51.8M | 1.0M | Added |
| 15 | Kestra Advisory Services, LLC | $50.9M | 998,266 | Added |
| 16 | SkyView Investment Advisors, LLC | $49.9M | 978,758 | Trimmed |
| 17 | HSBC HOLDINGS PLC | $49.9M | 978,036 | Trimmed |
| 18 | Ocean Park Asset Management, LLC | $45.9M | 900,978 | Hold |
| 19 | OneDigital Investment Advisors LLC | $45.4M | 889,486 | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $44.4M | 871,411 | Added |
| 21 | First National Trust Co | $42.9M | 841,662 | Added |
| 22 | Goelzer Investment Management, Inc. | $41.8M | 819,602 | Added |
| 23 | Bill Few Associates, Inc. | $39.6M | 776,776 | Added |
| 24 | BlueStem Wealth Partners, LLC | $37.3M | 731,209 | Added |
| 25 | Curi Capital, LLC | $34.4M | 674,922 | Added |