| 1 | CITIGROUP INC | $163.1M | 1.5M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $91.2M | 856,767 | Trimmed |
| 3 | Heritage Investment Group, Inc. | $58.7M | 551,509 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $56.1M | 526,793 | Trimmed |
| 5 | Truepoint, Inc. | $49.0M | 460,655 | Added |
| 6 | Apella Capital, LLC | $44.2M | 415,416 | Trimmed |
| 7 | Crestwood Advisors Group, LLC | $42.2M | 396,595 | Trimmed |
| 8 | Merit Financial Group, LLC | $34.4M | 323,060 | Added |
| 9 | RMR Wealth Builders | $33.3M | 313,220 | Added |
| 10 | Modera Wealth Management, LLC | $30.7M | 288,254 | Added |
| 11 | Bear Mountain Capital, Inc. | $30.0M | 282,429 | Added |
| 12 | CAHABA WEALTH MANAGEMENT, INC. | $28.8M | 270,064 | Added |
| 13 | Freestone Capital Holdings, LLC | $28.3M | 265,422 | Added |
| 14 | Abundance Wealth Counselors | $28.0M | 263,074 | Added |
| 15 | LVW Advisors, LLC | $27.0M | 253,970 | Added |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $26.6M | 254,562 | Added |
| 17 | OLD NATIONAL BANCORP /IN/ | $26.0M | 244,497 | Trimmed |
| 18 | BIP Wealth, LLC | $25.5M | 239,389 | Added |
| 19 | GAMMA Investing LLC | $23.6M | 221,849 | Added |
| 20 | Cambridge Investment Research Advisors, Inc. | $22.7M | 212,828 | Added |
| 21 | MATHER GROUP, LLC. | $21.9M | 205,542 | Added |
| 22 | Ascent Group, LLC | $20.5M | 192,334 | Added |
| 23 | Carnegie Investment Counsel | $19.5M | 183,174 | Trimmed |
| 24 | Members Trust Co | $19.4M | 182,646 | Trimmed |
| 25 | ARKANSAS FINANCIAL GROUP, INC. | $18.6M | 174,286 | Trimmed |