| 1 | Fisher Asset Management, LLC | $385.8M | 4.1M | Added |
| 2 | Annex Advisory Services, LLC | $70.3M | 756,328 | Added |
| 3 | TIFF ADVISORY SERVICES, LLC | $47.6M | 511,729 | Trimmed |
| 4 | MEITAV INVESTMENT HOUSE LTD | $45.7M | 491,375 | Added |
| 5 | Marks Wealth, LLC | $31.3M | 336,481 | New |
| 6 | Ledyard National Bank | $21.8M | 234,330 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $18.1M | 194,141 | Added |
| 8 | RFG Holdings, Inc. | $16.7M | 179,215 | Added |
| 9 | Mirae Asset Global Investments Co., Ltd. | $13.0M | 140,000 | Added |
| 10 | LOWE BROCKENBROUGH & CO INC | $10.1M | 108,102 | Trimmed |
| 11 | VALLEY WEALTH MANAGERS, INC. | $9.5M | 101,904 | Trimmed |
| 12 | TTP Investments, Inc. | $9.3M | 100,299 | New |
| 13 | Astoria Portfolio Advisors LLC. | $8.2M | 88,594 | Added |
| 14 | Wealthcare Advisory Partners LLC | $8.1M | 87,489 | Added |
| 15 | WP Advisors, LLC | $7.5M | 80,551 | Trimmed |
| 16 | QUATTRO FINANCIAL ADVISORS LLC | $7.2M | 77,470 | Trimmed |
| 17 | PRINCIPAL FINANCIAL GROUP INC | $6.1M | 65,541 | Added |
| 18 | Silphium Asset Management Ltd | $5.7M | 61,006 | Added |
| 19 | Sumitomo Mitsui Trust Group, Inc. | $5.5M | 58,986 | New |
| 20 | XP Advisory US, Inc. | $5.1M | 54,941 | New |
| 21 | EXCHANGE TRADED CONCEPTS, LLC | $5.0M | 54,299 | New |
| 22 | Kestra Advisory Services, LLC | $4.8M | 51,792 | Added |
| 23 | CREDIT INDUSTRIEL ET COMMERCIAL | $4.8M | 51,121 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $4.2M | 45,210 | Added |
| 25 | Envestnet Portfolio Solutions, Inc. | $4.2M | 44,865 | Added |