| 1 | HM PAYSON & CO | $147.9M | 6.6M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $96.5M | 4.3M | Added |
| 3 | MORGAN STANLEY | $85.5M | 3.8M | Added |
| 4 | Kovitz Investment Group Partners, LLC | $72.9M | 3.3M | Added |
| 5 | GLOBALT Investments LLC / GA | $65.8M | 2.9M | Trimmed |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | $60.1M | 2.7M | Added |
| 7 | Integrated Wealth Concepts LLC | $54.4M | 2.4M | Added |
| 8 | NewEdge Advisors, LLC | $45.6M | 2.0M | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $45.3M | 2.0M | Added |
| 10 | WELLS FARGO & COMPANY/MN | $44.6M | 2.0M | Trimmed |
| 11 | LPL Financial LLC | $43.0M | 1.9M | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $39.6M | 1.8M | Trimmed |
| 13 | UBS Group AG | $37.9M | 1.7M | Trimmed |
| 14 | Brookstone Capital Management | $37.4M | 1.7M | Trimmed |
| 15 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $35.1M | 1.6M | Added |
| 16 | Arax Advisory Partners | $34.9M | 1.6M | New |
| 17 | Stratos Wealth Advisors, LLC | $34.6M | 1.5M | Added |
| 18 | Connecticut Wealth Management, LLC | $32.1M | 1.4M | Added |
| 19 | Financial Advisory Corp | $29.8M | 1.3M | Added |
| 20 | Focus Partners Wealth | $27.2M | 1.2M | Trimmed |
| 21 | BlackRock, Inc. | $26.5M | 1.2M | Added |
| 22 | Stratos Wealth Partners, LTD. | $24.1M | 1.1M | Added |
| 23 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $21.9M | 980,870 | Added |
| 24 | Capital Investment Advisors, LLC | $19.9M | 891,306 | Trimmed |
| 25 | Journey Advisory Group, LLC | $19.1M | 853,470 | Trimmed |