| 1 | MORGAN STANLEY | $67.7M | 1.0M | Added |
| 2 | Conservest Capital Advisors, Inc. | $33.5M | 510,148 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $33.3M | 507,320 | Added |
| 4 | UBS Group AG | $31.7M | 481,635 | Trimmed |
| 5 | WEATHERLY ASSET MANAGEMENT L. P. | $26.3M | 400,837 | Trimmed |
| 6 | TriCert Investment Counsel Inc. | $22.6M | 344,081 | New |
| 7 | 1832 Asset Management L.P. | $22.6M | 343,468 | Hold |
| 8 | Cetera Investment Advisers | $12.5M | 190,656 | Added |
| 9 | AMERIPRISE FINANCIAL INC | $11.5M | 174,424 | Added |
| 10 | WELLS FARGO & COMPANY/MN | $10.4M | 158,422 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $9.5M | 144,267 | Added |
| 12 | LPL Financial LLC | $9.1M | 137,966 | Added |
| 13 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $8.9M | 135,389 | Added |
| 14 | HighTower Advisors, LLC | $7.8M | 118,299 | Added |
| 15 | Cambridge Investment Research Advisors, Inc. | $6.9M | 105,718 | Trimmed |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $6.6M | 100,763 | Added |
| 17 | Steward Partners Investment Advisory, LLC | $5.6M | 84,852 | Added |
| 18 | Baron Financial Group, LLC | $5.4M | 82,725 | Trimmed |
| 19 | Bleakley Financial Group, LLC | $4.3M | 64,989 | Trimmed |
| 20 | Royal Bank of Canada | $4.0M | 61,557 | Added |
| 21 | Rockefeller Capital Management L.P. | $4.0M | 61,397 | Trimmed |
| 22 | Fiduciary Trust Co | $3.9M | 59,787 | Trimmed |
| 23 | GRIMES & Co WEALTH MANAGEMENT, LLC | $3.7M | 56,412 | Trimmed |
| 24 | FCA CORP /TX | $3.6M | 54,537 | Added |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $3.4M | 51,045 | Added |