| 1 | BANK OF AMERICA CORP /DE/ | $30.2M | 579,546 | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $24.9M | 477,855 | Added |
| 3 | LPL Financial LLC | $21.1M | 405,292 | Added |
| 4 | Mariner, LLC | $20.0M | 382,793 | Added |
| 5 | FLPUTNAM INVESTMENT MANAGEMENT CO | $13.0M | 248,821 | Added |
| 6 | BAILARD, INC. | $11.6M | 222,809 | Added |
| 7 | IMA Advisory Services, Inc. | $11.5M | 221,075 | New |
| 8 | Miracle Mile Advisors, LLC | $8.6M | 165,083 | Trimmed |
| 9 | Koss-Olinger Consulting, LLC | $7.3M | 140,062 | Added |
| 10 | KEYBANK NATIONAL ASSOCIATION/OH | $7.2M | 138,637 | Added |
| 11 | HARBOUR INVESTMENTS, INC. | $7.1M | 136,740 | Added |
| 12 | Beacon Pointe Advisors, LLC | $6.2M | 119,351 | Trimmed |
| 13 | FRANKLIN RESOURCES INC | $5.0M | 95,824 | Hold |
| 14 | CIBC Bancorp USA Inc. | $5.0M | 95,161 | Added |
| 15 | JNBA Financial Advisors | $4.3M | 82,878 | Trimmed |
| 16 | CARY STREET PARTNERS FINANCIAL LLC | $4.0M | 76,192 | Added |
| 17 | Advisory Services Network, LLC | $3.6M | 68,684 | Added |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.3M | 63,182 | Added |
| 19 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.1M | 60,395 | Added |
| 20 | Cetera Investment Advisers | $2.9M | 56,057 | Added |
| 21 | EP Wealth Advisors, LLC | $2.9M | 55,574 | Added |
| 22 | World Investment Advisors | $2.8M | 62,396 | Hold |
| 23 | Francis Financial, Inc. | $2.7M | 52,629 | Added |
| 24 | SEEDS INVESTOR LLC | $2.7M | 51,016 | Added |
| 25 | OSAIC HOLDINGS, INC. | $2.5M | 47,253 | Added |