| 1 | JPMORGAN CHASE & CO | $210.4M | 3.3M | Added |
| 2 | GOLDMAN SACHS GROUP INC | $125.6M | 2.0M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $69.1M | 1.1M | Added |
| 4 | AFFINITY WEALTH MANAGEMENT LLC | $40.3M | 629,151 | Trimmed |
| 5 | MEITAV INVESTMENT HOUSE LTD | $38.2M | 596,431 | Hold |
| 6 | Annex Advisory Services, LLC | $33.8M | 528,466 | New |
| 7 | MORGAN STANLEY | $32.3M | 505,243 | Added |
| 8 | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $27.6M | 430,937 | Hold |
| 9 | LPL Financial LLC | $24.1M | 375,853 | Added |
| 10 | AMERIPRISE FINANCIAL INC | $21.0M | 328,052 | Added |
| 11 | Royal Bank of Canada | $20.4M | 318,668 | Trimmed |
| 12 | Davis Investment Partners, LLC | $17.3M | 270,403 | Trimmed |
| 13 | WELLS FARGO & COMPANY/MN | $15.8M | 247,284 | Trimmed |
| 14 | RAYMOND JAMES FINANCIAL INC | $15.7M | 244,788 | Trimmed |
| 15 | Wealthcare Advisory Partners LLC | $11.3M | 175,887 | Added |
| 16 | NewEdge Advisors, LLC | $11.2M | 175,472 | Added |
| 17 | Carmel Capital Management L.L.C. | $11.1M | 173,445 | Added |
| 18 | Strategic Wealth Partners, Ltd. | $10.4M | 162,003 | Added |
| 19 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $9.9M | 154,563 | Hold |
| 20 | UBS Group AG | $9.1M | 141,607 | Added |
| 21 | Bank of New York Mellon Corp | $8.6M | 134,457 | Trimmed |
| 22 | TigerOak Management, L.L.C. | $7.1M | 110,743 | Trimmed |
| 23 | ENVESTNET ASSET MANAGEMENT INC | $6.5M | 102,046 | Trimmed |
| 24 | Cetera Investment Advisers | $5.5M | 86,312 | Trimmed |
| 25 | Blue Chip Partners, LLC | $5.3M | 83,176 | Added |