| 1 | LOOMIS SAYLES & CO L P | $294.9M | 7.5M | Added |
| 2 | LPL Financial LLC | $87.8M | 2.2M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $74.6M | 1.9M | Added |
| 4 | Cerity Partners LLC | $45.1M | 1.1M | Added |
| 5 | Vestmark Advisory Solutions, Inc. | $35.7M | 906,908 | New |
| 6 | WELLS FARGO & COMPANY/MN | $18.6M | 472,012 | Added |
| 7 | AMERIPRISE FINANCIAL INC | $16.2M | 412,285 | Added |
| 8 | Greater Midwest Financial Group, LLC | $13.8M | 349,125 | Added |
| 9 | IHT Wealth Management, LLC | $10.8M | 274,551 | Added |
| 10 | Mariner, LLC | $10.2M | 257,985 | Added |
| 11 | MAI Capital Management | $9.5M | 241,826 | Added |
| 12 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | $8.9M | 225,991 | New |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $8.5M | 215,804 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $7.8M | 198,208 | Added |
| 15 | Clifford Group, LLC | $6.7M | 169,796 | New |
| 16 | MML INVESTORS SERVICES, LLC | $4.3M | 109,428 | Added |
| 17 | PNC Financial Services Group, Inc. | $3.9M | 98,879 | Added |
| 18 | Apollon Wealth Management, LLC | $3.2M | 81,489 | Trimmed |
| 19 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.4M | 34,783 | Added |
| 20 | Baird Financial Group, Inc. | $1.1M | 27,803 | New |
| 21 | Stratos Wealth Partners, LTD. | $1.1M | 27,275 | Added |
| 22 | Atlanta Consulting Group Advisors, LLC | $1.0M | 26,374 | Added |
| 23 | Independence Asset Advisors, LLC | $1.0M | 26,250 | Hold |
| 24 | JANE STREET GROUP, LLC | $1.0M | 26,027 | Added |
| 25 | Richmond Investment Services, LLC | $922,590 | 23,422 | New |