| 1 | CWM, LLC | $119.2M | 4.6M | Added |
| 2 | STATE STREET CORP | $95.5M | 3.7M | Trimmed |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $75.8M | 2.9M | Trimmed |
| 4 | Cannon Financial Strategists, Inc. | $30.0M | 1.2M | Added |
| 5 | Pure Financial Advisors, LLC | $27.3M | 1.0M | Trimmed |
| 6 | 3EDGE Asset Management, LP | $23.1M | 888,426 | Trimmed |
| 7 | Cerity Partners LLC | $21.5M | 825,939 | Trimmed |
| 8 | LPL Financial LLC | $19.5M | 749,958 | Added |
| 9 | Hughes Financial Services, LLC | $19.5M | 749,586 | Added |
| 10 | BANK OF AMERICA CORP /DE/ | $18.0M | 693,510 | Trimmed |
| 11 | GOLDMAN SACHS GROUP INC | $11.6M | 444,825 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $10.6M | 409,420 | Trimmed |
| 13 | MORGAN STANLEY | $10.1M | 387,984 | Trimmed |
| 14 | ERn Financial, LLC | $9.0M | 346,671 | Added |
| 15 | WELLS FARGO & COMPANY/MN | $8.8M | 336,737 | Added |
| 16 | FLAGSHIP HARBOR ADVISORS, LLC | $7.8M | 299,225 | Added |
| 17 | Private Advisor Group, LLC | $7.8M | 298,038 | Added |
| 18 | SeaBridge Investment Advisors LLC | $7.4M | 285,808 | Added |
| 19 | Aquire Wealth Advisors, LLC | $5.9M | 228,137 | Trimmed |
| 20 | Tower Research Capital LLC (TRC) | $5.6M | 215,794 | Added |
| 21 | GREAT VALLEY ADVISOR GROUP, INC. | $5.4M | 207,355 | Trimmed |
| 22 | Procyon Advisors, LLC | $4.9M | 189,325 | Trimmed |
| 23 | Financial Engines Advisors L.L.C. | $4.8M | 184,065 | Added |
| 24 | Cetera Investment Advisers | $4.3M | 164,957 | Trimmed |
| 25 | FULTON BREAKEFIELD BROENNIMAN LLC | $4.3M | 164,026 | Added |