| 1 | Abacus Wealth Partners, LLC | $47.3M | 1.1M | Added |
| 2 | MORGAN STANLEY | $45.8M | 1.1M | Trimmed |
| 3 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $35.0M | 804,525 | Trimmed |
| 4 | Bank of New York Mellon Corp | $27.1M | 624,036 | Added |
| 5 | Royal Bank of Canada | $24.5M | 563,771 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $16.9M | 388,216 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $12.4M | 284,146 | Trimmed |
| 8 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $11.6M | 266,948 | Trimmed |
| 9 | UBS Group AG | $11.6M | 266,019 | Added |
| 10 | WELLS FARGO & COMPANY/MN | $8.7M | 199,475 | Added |
| 11 | JONES FINANCIAL COMPANIES LLLP | $8.2M | 188,209 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $8.2M | 187,468 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $8.0M | 184,442 | Added |
| 14 | Beacon Pointe Advisors, LLC | $7.2M | 164,656 | Trimmed |
| 15 | LPL Financial LLC | $6.6M | 151,988 | Trimmed |
| 16 | Rockefeller Capital Management L.P. | $4.7M | 108,835 | Trimmed |
| 17 | Creative Planning | $4.4M | 101,067 | Added |
| 18 | &PARTNERS | $4.3M | 99,159 | Added |
| 19 | Fiduciary Trust Co | $3.6M | 81,670 | Hold |
| 20 | WCG Wealth Advisors LLC | $2.8M | 63,618 | Added |
| 21 | JPMORGAN CHASE & CO | $2.2M | 50,806 | Added |
| 22 | Cetera Investment Advisers | $2.1M | 47,195 | Added |
| 23 | PNC Financial Services Group, Inc. | $1.9M | 44,095 | Added |
| 24 | CANANDAIGUA NATIONAL BANK & TRUST CO | $1.9M | 43,887 | Trimmed |
| 25 | EP Wealth Advisors, LLC | $1.8M | 42,020 | New |