| 1 | BANK OF AMERICA CORP /DE/ | $56.9M | 1.2M | Trimmed |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $15.5M | 336,652 | Trimmed |
| 3 | WEALTH MANAGEMENT RESOURCES, INC. | $13.1M | 284,437 | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $11.5M | 250,164 | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | $7.7M | 166,293 | Trimmed |
| 6 | LPL Financial LLC | $7.1M | 153,476 | Added |
| 7 | Royal Bank of Canada | $5.9M | 128,825 | Added |
| 8 | Brickley Wealth Management | $5.6M | 121,953 | Trimmed |
| 9 | Creative Planning | $3.6M | 77,714 | Trimmed |
| 10 | Advisory Services Network, LLC | $3.1M | 67,614 | Trimmed |
| 11 | UBS Group AG | $3.1M | 67,183 | Trimmed |
| 12 | AMERIPRISE FINANCIAL INC | $3.0M | 65,523 | Trimmed |
| 13 | Beacon Pointe Advisors, LLC | $3.0M | 65,006 | Added |
| 14 | SAGESPRING WEALTH PARTNERS, LLC | $3.0M | 64,384 | Trimmed |
| 15 | Rehmann Capital Advisory Group | $3.0M | 64,228 | Trimmed |
| 16 | Integrated Wealth Concepts LLC | $2.9M | 63,284 | Added |
| 17 | GOLDMAN SACHS GROUP INC | $2.9M | 62,815 | Added |
| 18 | JPMORGAN CHASE & CO | $2.8M | 60,443 | Trimmed |
| 19 | Modern Wealth Management, LLC | $2.7M | 59,023 | Trimmed |
| 20 | Cambridge Investment Research Advisors, Inc. | $2.2M | 48,282 | Trimmed |
| 21 | CITADEL ADVISORS LLC | $2.2M | 48,071 | Added |
| 22 | WELLS FARGO & COMPANY/MN | $2.1M | 45,646 | Trimmed |
| 23 | Armbruster Capital Management, Inc. | $2.0M | 42,800 | Trimmed |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $1.9M | 41,711 | Trimmed |
| 25 | Geneos Wealth Management Inc. | $1.8M | 38,423 | Added |