| 1 | JONES FINANCIAL COMPANIES LLLP | $5.44B | 18.7M | Added |
| 2 | Creative Planning | $3.66B | 12.3M | Added |
| 3 | National Mutual Insurance Federation of Agricultural Cooperatives | $1.96B | 6.5M | Hold |
| 4 | UBS Group AG | $1.21B | 4.0M | Added |
| 5 | Vanguard Global Advisers, LLC | $1.20B | 4.0M | New |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $849.2M | 2.8M | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $803.8M | 2.7M | Trimmed |
| 8 | MORGAN STANLEY | $803.6M | 2.7M | Trimmed |
| 9 | Johnson Financial Group, LLC | $763.8M | 2.6M | Added |
| 10 | PNC Financial Services Group, Inc. | $628.4M | 2.1M | Trimmed |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $549.6M | 1.8M | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $460.3M | 1.5M | Added |
| 13 | FMR LLC | $458.2M | 1.5M | Trimmed |
| 14 | WELLS FARGO & COMPANY/MN | $429.9M | 1.4M | Trimmed |
| 15 | MONETA GROUP INVESTMENT ADVISORS LLC | $409.3M | 1.4M | Added |
| 16 | Wealthquest Corp | $370.8M | 1.2M | Hold |
| 17 | Capital Asset Advisory Services LLC | $338.0M | 1.0M | Trimmed |
| 18 | AMERIPRISE FINANCIAL INC | $252.4M | 844,862 | Added |
| 19 | Pathstone Holdings, LLC | $250.0M | 836,558 | Added |
| 20 | Wealthspire Advisors, LLC | $241.4M | 807,783 | Added |
| 21 | Royal Bank of Canada | $237.0M | 792,998 | Trimmed |
| 22 | RAYMOND JAMES FINANCIAL INC | $229.1M | 766,555 | Added |
| 23 | LPL Financial LLC | $222.9M | 745,929 | Trimmed |
| 24 | Wealthfront Advisers LLC | $220.7M | 738,555 | Added |
| 25 | Voya Financial Advisors, Inc. | $212.1M | 728,167 | Added |