| 1 | MORGAN STANLEY | $47.0M | 496,441 | Added |
| 2 | Franklin, Parlapiano, Turner & Welch, LLC | $45.2M | 477,843 | Trimmed |
| 3 | EVERGREEN CAPITAL MANAGEMENT LLC | $28.3M | 299,314 | Added |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $22.8M | 240,874 | Added |
| 5 | Cornerstone Planning Group LLC | $20.4M | 208,847 | Added |
| 6 | Aprio Wealth Management, LLC | $18.1M | 190,724 | Trimmed |
| 7 | RAYMOND JAMES FINANCIAL INC | $15.8M | 167,046 | Added |
| 8 | Royal Bank of Canada | $15.3M | 161,436 | Added |
| 9 | AMERIPRISE FINANCIAL INC | $15.0M | 158,504 | Trimmed |
| 10 | BARD ASSOCIATES INC | $13.9M | 147,066 | Added |
| 11 | LPL Financial LLC | $13.6M | 143,866 | Added |
| 12 | VAN ECK ASSOCIATES CORP | $11.9M | 125,647 | Trimmed |
| 13 | Ascension Capital Advisors, Inc. | $11.4M | 120,288 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $9.3M | 98,424 | Added |
| 15 | OSAIC HOLDINGS, INC. | $7.3M | 77,357 | Added |
| 16 | Plan Group Financial, LLC | $7.0M | 74,274 | Added |
| 17 | Focus Partners Advisor Solutions, LLC | $6.9M | 73,360 | Added |
| 18 | Sovereign Financial Group, Inc. | $6.9M | 72,683 | Added |
| 19 | ENVESTNET ASSET MANAGEMENT INC | $5.9M | 62,370 | Added |
| 20 | CASTLE WEALTH MANAGEMENT LLC | $5.9M | 62,096 | Added |
| 21 | Fonville Wealth Management LLC | $5.3M | 56,083 | Trimmed |
| 22 | MML INVESTORS SERVICES, LLC | $4.9M | 52,165 | Added |
| 23 | Kure Advisory, LLC | $4.6M | 48,828 | Added |
| 24 | Cetera Investment Advisers | $4.6M | 48,533 | Added |
| 25 | JPMORGAN CHASE & CO | $4.3M | 44,699 | Trimmed |