| 1 | BANK OF AMERICA CORP /DE/ | $590.1M | 11.8M | Trimmed |
| 2 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $251.7M | 5.0M | Added |
| 3 | JPMORGAN CHASE & CO | $111.2M | 2.2M | Added |
| 4 | LPL Financial LLC | $96.3M | 1.9M | Added |
| 5 | MORGAN STANLEY | $64.7M | 1.3M | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $60.4M | 1.2M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $55.0M | 1.1M | Added |
| 8 | MERCER GLOBAL ADVISORS INC /ADV | $28.8M | 576,552 | Added |
| 9 | UBS Group AG | $26.6M | 531,761 | Added |
| 10 | Beacon Pointe Advisors, LLC | $26.3M | 526,396 | Added |
| 11 | Bank of New York Mellon Corp | $24.3M | 486,578 | Added |
| 12 | Cambridge Investment Research Advisors, Inc. | $22.7M | 453,335 | Trimmed |
| 13 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $20.1M | 402,854 | Added |
| 14 | EASTERN BANK | $14.4M | 288,102 | Added |
| 15 | CAPTRUST FINANCIAL ADVISORS | $12.7M | 253,549 | Added |
| 16 | RAYMOND JAMES FINANCIAL INC | $12.3M | 245,922 | Trimmed |
| 17 | MISSION WEALTH MANAGEMENT, LP | $12.3M | 245,765 | Added |
| 18 | EP Wealth Advisors, LLC | $11.8M | 235,925 | Added |
| 19 | AMERIPRISE FINANCIAL INC | $10.7M | 213,367 | Trimmed |
| 20 | Allworth Financial LP | $9.6M | 191,358 | Added |
| 21 | ST GERMAIN D J CO INC | $9.5M | 189,725 | Added |
| 22 | Cetera Investment Advisers | $9.3M | 185,205 | Added |
| 23 | HighTower Advisors, LLC | $8.0M | 159,128 | Trimmed |
| 24 | Savant Capital, LLC | $7.8M | 164,412 | Added |
| 25 | Thrivent Financial for Lutherans | $7.8M | 156,438 | Added |