| 1 | Harel Insurance Investments & Financial Services Ltd. | $527.3M | 8.9M | Hold |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $299.9M | 5.1M | Added |
| 3 | MEITAV INVESTMENT HOUSE LTD | $167.0M | 2.8M | Added |
| 4 | RiverFront Investment Group, LLC | $160.4M | 2.7M | Added |
| 5 | PRINCIPAL FINANCIAL GROUP INC | $137.1M | 2.3M | Added |
| 6 | WADDELL & ASSOCIATES, LLC | $115.7M | 2.0M | Trimmed |
| 7 | Moss Adams Wealth Advisors LLC | $109.0M | 1.8M | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $63.7M | 1.1M | Added |
| 9 | AXXCESS WEALTH MANAGEMENT, LLC | $62.4M | 1.1M | Added |
| 10 | Kestra Advisory Services, LLC | $60.3M | 1.0M | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $59.3M | 1.0M | Trimmed |
| 12 | EVERGREEN CAPITAL MANAGEMENT LLC | $54.2M | 918,222 | Added |
| 13 | First Interstate Bank | $44.5M | 755,645 | Trimmed |
| 14 | Miracle Mile Advisors, LLC | $42.9M | 728,078 | New |
| 15 | Mirae Asset Global Investments Co., Ltd. | $41.4M | 703,288 | Added |
| 16 | Evolution Wealth Advisors, LLC | $35.9M | 609,894 | Added |
| 17 | Pacific Life Fund Advisors LLC | $35.0M | 594,414 | New |
| 18 | Cooper Financial Group | $34.0M | 576,388 | Added |
| 19 | Teamwork Financial Advisors, LLC | $23.7M | 403,005 | Added |
| 20 | Rockport Wealth LLC | $21.7M | 367,703 | New |
| 21 | MFA WEALTH ADVISORS, LLC | $19.3M | 327,596 | Trimmed |
| 22 | Riggs Asset Managment Co. Inc. | $18.9M | 321,358 | Trimmed |
| 23 | Private Advisor Group, LLC | $18.9M | 320,363 | Trimmed |
| 24 | HBW ADVISORY SERVICES LLC | $16.9M | 287,085 | Added |
| 25 | CITIGROUP INC | $15.7M | 267,076 | Added |