| 1 | Sequoia Financial Advisors, LLC | $189.0M | 4.2M | Added |
| 2 | National Pension Service | $123.3M | 2.8M | Hold |
| 3 | BANK OF AMERICA CORP /DE/ | $112.7M | 2.5M | Added |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $73.9M | 1.7M | Added |
| 5 | PRICE T ROWE ASSOCIATES INC /MD/ | $68.1M | 1.5M | Hold |
| 6 | JONES FINANCIAL COMPANIES LLLP | $21.1M | 481,418 | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $20.6M | 461,291 | Trimmed |
| 8 | Rockefeller Capital Management L.P. | $18.3M | 410,464 | Added |
| 9 | YARGER WEALTH STRATEGIES, LLC | $17.5M | 391,220 | Trimmed |
| 10 | FMR LLC | $14.5M | 324,189 | Trimmed |
| 11 | Cetera Investment Advisers | $13.8M | 308,853 | Added |
| 12 | Allworth Financial LP | $13.2M | 295,775 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $12.0M | 269,962 | Added |
| 14 | Focus Partners Wealth | $10.7M | 238,757 | Added |
| 15 | United Advisor Group, LLC | $8.9M | 199,566 | Added |
| 16 | Frontier Asset Management, LLC | $8.9M | 199,021 | Trimmed |
| 17 | LPL Financial LLC | $7.6M | 170,964 | Trimmed |
| 18 | MBL Wealth, LLC | $6.3M | 140,277 | Trimmed |
| 19 | Mariner, LLC | $5.8M | 129,767 | Added |
| 20 | Grant Street Asset Management, Inc. | $5.0M | 112,912 | Added |
| 21 | Asset One Wealth Management LLC | $5.0M | 106,364 | New |
| 22 | CENTAURUS FINANCIAL, INC. | $4.9M | 109,448 | New |
| 23 | TPG Advisors LLC | $3.9M | 88,498 | Trimmed |
| 24 | Cambridge Investment Research Advisors, Inc. | $3.4M | 76,479 | Added |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.8M | 61,673 | Trimmed |