| 1 | Strategic Financial Services, Inc. | $289.6M | 3.8M | Added |
| 2 | WELLS FARGO & COMPANY/MN | $224.1M | 3.0M | Added |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $195.1M | 2.6M | Added |
| 4 | AMERIPRISE FINANCIAL INC | $150.0M | 2.0M | Trimmed |
| 5 | Advance Capital Management, Inc. | $116.7M | 1.5M | New |
| 6 | LPL Financial LLC | $116.6M | 1.5M | Added |
| 7 | Valmark Advisers, Inc. | $100.8M | 1.3M | Added |
| 8 | BANK OF AMERICA CORP /DE/ | $75.7M | 1.0M | Trimmed |
| 9 | Acropolis Investment Management, LLC | $73.9M | 979,045 | Added |
| 10 | FMR LLC | $59.1M | 782,568 | Added |
| 11 | Cetera Investment Advisers | $56.9M | 753,749 | Added |
| 12 | Modern Wealth Management, LLC | $55.8M | 733,974 | Added |
| 13 | VANTAGEPOINT INVESTMENT ADVISERS LLC | $50.4M | 667,125 | Hold |
| 14 | HighTower Advisors, LLC | $44.6M | 591,028 | Added |
| 15 | Annex Advisory Services, LLC | $42.3M | 560,961 | New |
| 16 | Financial Management Professionals, Inc. | $39.5M | 523,190 | Added |
| 17 | Cornerstone Planning Group LLC | $39.3M | 471,147 | Added |
| 18 | Clearwater Capital Advisors, LLC | $36.2M | 479,209 | Added |
| 19 | BlackRock, Inc. | $33.2M | 439,803 | Trimmed |
| 20 | Ullmann Wealth Partners Group, LLC | $32.7M | 432,829 | Trimmed |
| 21 | RAYMOND JAMES FINANCIAL INC | $29.7M | 393,318 | Added |
| 22 | Pacific Center for Financial Services | $28.6M | 378,287 | Trimmed |
| 23 | Cambridge Investment Research Advisors, Inc. | $28.6M | 378,209 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $24.6M | 325,311 | Added |
| 25 | River Wealth Advisors LLC | $24.0M | 317,974 | Trimmed |