| 1 | Narodna banka Slovenska | $1.27B | 14.9M | Hold |
| 2 | Cambridge Investment Research Advisors, Inc. | $1.07B | 12.6M | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $1.05B | 12.2M | Added |
| 4 | HB Wealth Management, LLC | $707.5M | 8.4M | Added |
| 5 | SIGNATUREFD, LLC | $451.2M | 5.3M | Added |
| 6 | Sageworth Trust Co | $326.8M | 3.8M | Trimmed |
| 7 | Angeles Investment Advisors, LLC | $238.5M | 2.8M | Trimmed |
| 8 | Zhang Financial LLC | $192.0M | 2.2M | Added |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $181.7M | 2.2M | Added |
| 10 | ANGELES WEALTH MANAGEMENT, LLC | $147.1M | 1.7M | Added |
| 11 | GREENWOOD GEARHART INC | $126.0M | 1.5M | Added |
| 12 | SENTINEL TRUST CO LBA | $117.2M | 1.4M | Trimmed |
| 13 | Gleason Group, Inc. | $115.6M | 1.4M | Added |
| 14 | Envestnet Portfolio Solutions, Inc. | $102.0M | 1.2M | Added |
| 15 | Obermeyer Wealth Partners | $97.8M | 1.1M | Added |
| 16 | Roble, Belko & Company, Inc | $94.2M | 1.1M | Added |
| 17 | Mesirow Financial Investment Management, Inc. | $94.0M | 1.1M | Added |
| 18 | St. Louis Trust Co | $91.6M | 1.2M | Added |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | $88.4M | 1.0M | Added |
| 20 | Verus Financial Partners, Inc. | $87.7M | 1.0M | Added |
| 21 | Provenance Wealth Advisors, LLC | $85.1M | 995,159 | Trimmed |
| 22 | Luminvest Wealth Management LLC | $84.7M | 995,284 | Added |
| 23 | Caprock Group, LLC | $76.4M | 893,166 | Added |
| 24 | Towneley Capital Management, Inc / DE | $69.1M | 808,202 | Trimmed |
| 25 | 3EDGE Asset Management, LP | $68.0M | 795,189 | Added |