| 1 | BANK OF AMERICA CORP /DE/ | $288.9M | 2.4M | Added |
| 2 | LPL Financial LLC | $100.0M | 821,702 | Trimmed |
| 3 | 1832 Asset Management L.P. | $89.5M | 734,942 | Trimmed |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $86.5M | 710,158 | Trimmed |
| 5 | AMG National Trust Bank | $70.0M | 574,642 | Added |
| 6 | GOLDMAN SACHS GROUP INC | $59.8M | 491,494 | Trimmed |
| 7 | GREENLEAF TRUST | $54.1M | 444,077 | Trimmed |
| 8 | Advisory Alpha, LLC | $49.1M | 403,189 | Trimmed |
| 9 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | $46.7M | 383,882 | Added |
| 10 | MORGAN STANLEY | $44.1M | 362,461 | Added |
| 11 | Baker Avenue Asset Management, LP | $40.7M | 334,411 | Trimmed |
| 12 | AMERIPRISE FINANCIAL INC | $39.6M | 324,969 | Trimmed |
| 13 | MML INVESTORS SERVICES, LLC | $34.4M | 282,239 | Added |
| 14 | Howard Capital Management Inc. | $34.2M | 281,042 | New |
| 15 | Ocean Park Asset Management, LLC | $31.5M | 258,837 | Trimmed |
| 16 | JPMORGAN CHASE & CO | $25.8M | 213,666 | Trimmed |
| 17 | Tradewinds Capital Management, LLC | $24.3M | 199,640 | Trimmed |
| 18 | Certified Advisory Corp | $23.4M | 192,216 | Added |
| 19 | Cornerstone Planning Group LLC | $21.0M | 180,323 | Added |
| 20 | TME FINANCIAL, INC. | $20.2M | 165,728 | Added |
| 21 | Systelligence, LLC | $20.2M | 165,710 | Added |
| 22 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | $18.3M | 150,291 | Added |
| 23 | ALLIANCEBERNSTEIN L.P. | $18.0M | 177,077 | Trimmed |
| 24 | Independence Financial Advisors, LLC | $17.2M | 141,376 | Added |
| 25 | ASSETMARK, INC | $16.6M | 136,735 | Trimmed |