| 1 | BANK OF AMERICA CORP /DE/ | $538.9M | 18.4M | Added |
| 2 | LPL Financial LLC | $131.9M | 4.5M | Trimmed |
| 3 | Cerity Partners LLC | $116.1M | 4.0M | Added |
| 4 | Capital Investment Advisors, LLC | $115.7M | 4.0M | Added |
| 5 | MORGAN STANLEY | $111.5M | 3.8M | Added |
| 6 | Southern Farm Bureau Life Insurance | $75.7M | 2.6M | Hold |
| 7 | WELLS FARGO & COMPANY/MN | $69.6M | 2.4M | Added |
| 8 | AMERIPRISE FINANCIAL INC | $47.2M | 1.6M | Added |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $41.5M | 1.4M | Trimmed |
| 10 | Sixth Street Partners Management Company, L.P. | $41.5M | 1.4M | New |
| 11 | 1832 Asset Management L.P. | $38.6M | 1.3M | Added |
| 12 | Kensington Asset Management, LLC | $36.4M | 1.2M | Hold |
| 13 | ALLIANCEBERNSTEIN L.P. | $24.2M | 843,238 | Trimmed |
| 14 | EVERGREEN CAPITAL MANAGEMENT LLC | $23.3M | 798,375 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $23.0M | 785,316 | Added |
| 16 | Horizon Investments, LLC | $21.8M | 754,038 | Added |
| 17 | Wealthcare Advisory Partners LLC | $20.7M | 708,131 | Added |
| 18 | HOWARD FINANCIAL SERVICES, LTD. | $20.2M | 690,639 | Added |
| 19 | CAPE COD FIVE CENTS SAVINGS BANK | $17.6M | 602,114 | Added |
| 20 | Ocean Park Asset Management, LLC | $17.4M | 595,100 | New |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $17.2M | 587,488 | Added |
| 22 | OSAIC HOLDINGS, INC. | $16.8M | 575,402 | Added |
| 23 | Cetera Investment Advisers | $15.5M | 528,773 | Added |
| 24 | GUGGENHEIM CAPITAL LLC | $15.3M | 522,571 | Added |
| 25 | SCOTIA CAPITAL INC. | $14.7M | 501,795 | Trimmed |