| 1 | ENVESTNET ASSET MANAGEMENT INC | $207.0M | 3.1M | Added |
| 2 | PRINCIPAL FINANCIAL GROUP INC | $69.0M | 1.0M | Trimmed |
| 3 | Sumitomo Mitsui DS Asset Management Company, Ltd | $60.1M | 893,417 | Added |
| 4 | BlueSky Wealth Advisors, LLC | $29.3M | 435,695 | Added |
| 5 | Keudell/Morrison Wealth Management | $25.2M | 375,202 | Added |
| 6 | TD Waterhouse Canada Inc. | $24.3M | 362,702 | Added |
| 7 | Checchi Capital Advisers, LLC | $20.8M | 309,560 | Added |
| 8 | Trust Co | $18.9M | 280,735 | Added |
| 9 | Columbus Macro, LLC | $18.5M | 275,864 | Added |
| 10 | Marotta Asset Management | $17.6M | 263,086 | Added |
| 11 | MATHER GROUP, LLC. | $16.7M | 248,114 | Trimmed |
| 12 | Union Bancaire Privee, UBP SA | $15.4M | 229,423 | Added |
| 13 | Mirae Asset Global Investments Co., Ltd. | $15.1M | 224,000 | Added |
| 14 | Merit Financial Group, LLC | $14.5M | 215,899 | Added |
| 15 | Marion Wealth Management | $13.8M | 205,098 | Added |
| 16 | Greystone Financial Group, LLC | $13.1M | 194,585 | Trimmed |
| 17 | ASSETMARK, INC | $12.3M | 182,352 | Trimmed |
| 18 | BENJAMIN EDWARDS INC | $12.0M | 179,179 | Trimmed |
| 19 | Avior Wealth Management, LLC | $11.1M | 164,456 | Added |
| 20 | TD PRIVATE CLIENT WEALTH LLC | $11.1M | 164,347 | Added |
| 21 | AllGen Financial Advisors, Inc. | $9.4M | 140,364 | New |
| 22 | City State Bank | $9.4M | 139,857 | Added |
| 23 | GP Brinson Investments LLC | $9.2M | 136,580 | Hold |
| 24 | Stablepoint Partners, LLC | $8.9M | 132,146 | Added |
| 25 | DIVERSIFY WEALTH MANAGEMENT, LLC | $8.5M | 128,970 | Added |