| 1 | AIA Group Ltd | $498.7M | 13.8M | Hold |
| 2 | Allworth Financial LP | $299.4M | 8.3M | Trimmed |
| 3 | BROWN BROTHERS HARRIMAN & CO | $292.7M | 8.1M | Added |
| 4 | Merit Financial Group, LLC | $288.6M | 8.0M | Added |
| 5 | HB Wealth Management, LLC | $213.6M | 5.9M | Added |
| 6 | Legacy Advisors, LLC | $127.9M | 3.5M | Added |
| 7 | LAZARD ASSET MANAGEMENT LLC | $94.0M | 2.6M | Added |
| 8 | Focus Partners Wealth | $79.5M | 2.2M | Added |
| 9 | Crestwood Advisors Group, LLC | $64.0M | 1.8M | Added |
| 10 | Perigon Wealth Management, LLC | $62.9M | 1.7M | Added |
| 11 | Alvarez & Marsal Private Wealth Partners, LLC | $62.5M | 1.7M | Added |
| 12 | FFT WEALTH MANAGEMENT LLC | $59.3M | 1.6M | Added |
| 13 | Atria Investments, Inc | $52.4M | 1.4M | Added |
| 14 | Grantham, Mayo, Van Otterloo & Co. LLC | $42.9M | 1.4M | Added |
| 15 | Trustees of Dartmouth College | $39.7M | 1.1M | Hold |
| 16 | Modern Wealth Management, LLC | $38.1M | 1.0M | Added |
| 17 | Prodigy Asset Management LLC | $34.8M | 961,119 | Added |
| 18 | Auxano Advisors, LLC | $34.5M | 953,440 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $33.7M | 931,998 | Added |
| 20 | Annex Advisory Services, LLC | $32.4M | 896,626 | Added |
| 21 | CENTRAL TRUST Co | $29.7M | 820,980 | Added |
| 22 | Tanglewood Wealth Management, Inc. | $29.5M | 815,764 | New |
| 23 | PINNACLE ASSOCIATES LTD | $29.3M | 810,307 | Trimmed |
| 24 | MML INVESTORS SERVICES, LLC | $27.0M | 746,186 | Added |
| 25 | LPL Financial LLC | $24.0M | 664,234 | Added |