| 1 | CITIGROUP INC | $155.5M | 459,097 | Trimmed |
| 2 | Apella Capital, LLC | $121.8M | 359,515 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $85.0M | 250,978 | Added |
| 4 | Flower City Capital | $82.7M | 244,063 | Added |
| 5 | Sherrill & Hutchins Financial Advisory, Inc | $52.8M | 155,798 | Trimmed |
| 6 | Heartwood Wealth Advisors LLC | $50.9M | 150,400 | Added |
| 7 | OLD NATIONAL BANCORP /IN/ | $37.9M | 111,935 | Added |
| 8 | Cambridge Investment Research Advisors, Inc. | $30.6M | 90,290 | Added |
| 9 | KEYBANK NATIONAL ASSOCIATION/OH | $28.8M | 85,086 | Trimmed |
| 10 | CHOREO, LLC | $26.2M | 77,331 | Added |
| 11 | CHERRYDALE WEALTH MANAGEMENT, LLC | $25.6M | 75,506 | Added |
| 12 | 1900 WEALTH MANAGEMENT LLC | $25.2M | 74,306 | Added |
| 13 | Zhang Financial LLC | $23.6M | 69,623 | Added |
| 14 | Stegner Investment Associates Inc. | $22.8M | 67,323 | Added |
| 15 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $21.3M | 62,305 | Trimmed |
| 16 | Opus Capital Group, LLC | $21.2M | 62,628 | Trimmed |
| 17 | Arbor Investment Advisors, LLC | $18.1M | 53,349 | Added |
| 18 | M&T Bank Corp | $10.5M | 30,880 | Added |
| 19 | Thrive Wealth Management, LLC | $10.4M | 30,625 | Trimmed |
| 20 | FOUNDERS CAPITAL MANAGEMENT, LLC | $10.2M | 30,204 | Hold |
| 21 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $10.2M | 30,154 | Trimmed |
| 22 | Owl Creek Wealth Partners LLC | $10.0M | 29,573 | Added |
| 23 | Crusonia Wealth Advisors LLC | $9.3M | 27,524 | Trimmed |
| 24 | Nova R Wealth, Inc. | $9.0M | 26,655 | Trimmed |
| 25 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $9.0M | 26,626 | Added |