| 1 | Matson Money. Inc. | $456.8M | 2.3M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $206.6M | 1.0M | Trimmed |
| 3 | Marks Wealth, LLC | $108.2M | 541,454 | Added |
| 4 | Kathmere Capital Management, LLC | $85.4M | 427,319 | Trimmed |
| 5 | M&T Bank Corp | $56.4M | 282,246 | Trimmed |
| 6 | STATE OF MICHIGAN RETIREMENT SYSTEM | $43.6M | 218,300 | Trimmed |
| 7 | Insight Wealth Strategies, LLC | $29.6M | 151,486 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $29.4M | 147,285 | Trimmed |
| 9 | Cambridge Investment Research Advisors, Inc. | $27.4M | 137,108 | Added |
| 10 | Stonehearth Capital Management, LLC | $27.3M | 136,475 | Trimmed |
| 11 | Foster Group, Inc. | $24.3M | 121,806 | Trimmed |
| 12 | Erste Asset Management GmbH | $24.2M | 120,600 | Added |
| 13 | Avidian Wealth Enterprises, LLC | $22.5M | 112,651 | Added |
| 14 | SIGNATUREFD, LLC | $16.1M | 80,703 | Trimmed |
| 15 | Merit Financial Group, LLC | $16.1M | 80,653 | Added |
| 16 | Systelligence, LLC | $15.8M | 78,932 | New |
| 17 | BASSO CAPITAL MANAGEMENT, L.P. | $13.8M | 68,959 | New |
| 18 | PARK AVENUE SECURITIES LLC | $12.1M | 60,490 | Trimmed |
| 19 | FIRST FINANCIAL BANK - TRUST DIVISION | $12.0M | 60,249 | Trimmed |
| 20 | Cerro Pacific Wealth Advisors LLC | $11.0M | 54,966 | Trimmed |
| 21 | IFP Advisors, Inc | $10.1M | 50,619 | Trimmed |
| 22 | ANDERSON HOAGLAND & CO | $8.3M | 41,637 | Trimmed |
| 23 | WADDELL & ASSOCIATES, LLC | $8.3M | 41,412 | Trimmed |
| 24 | Interchange Capital Partners, LLC | $7.9M | 39,396 | Added |
| 25 | EVERGREEN CAPITAL MANAGEMENT LLC | $7.9M | 39,295 | Added |