| 1 | Destination Wealth Management | $21.8M | 209,614 | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $11.8M | 113,610 | Added |
| 3 | OneDigital Investment Advisors LLC | $11.1M | 106,577 | Added |
| 4 | JPMORGAN CHASE & CO | $9.7M | 93,441 | Added |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.6M | 92,398 | Added |
| 6 | US BANCORP \DE\ | $3.4M | 32,661 | Trimmed |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.1M | 29,930 | Added |
| 8 | KEYBANK NATIONAL ASSOCIATION/OH | $2.9M | 27,390 | Added |
| 9 | Sanctuary Advisors, LLC | $2.8M | 26,430 | Trimmed |
| 10 | KELLY FINANCIAL GROUP LLC | $2.5M | 24,423 | Added |
| 11 | JANE STREET GROUP, LLC | $2.4M | 23,500 | Added |
| 12 | WELLS FARGO & COMPANY/MN | $2.0M | 19,231 | Added |
| 13 | Biondo Investment Advisors, LLC | $1.7M | 16,744 | Added |
| 14 | Beirne Wealth Consulting Services, LLC | $1.6M | 15,576 | Added |
| 15 | WESBANCO BANK INC | $1.4M | 13,514 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 11,028 | Added |
| 17 | LPL Financial LLC | $996,548 | 9,567 | Trimmed |
| 18 | Cetera Investment Advisers | $910,213 | 8,738 | Added |
| 19 | D L CARLSON INVESTMENT GROUP INC | $730,023 | 7,008 | Hold |
| 20 | MORGAN STANLEY | $554,324 | 5,321 | Trimmed |
| 21 | WorthPointe, LLC | $504,821 | 4,846 | Trimmed |
| 22 | SILVER OAK SECURITIES, INCORPORATED | $486,410 | 4,669 | Trimmed |
| 23 | DAVENPORT & Co LLC | $467,457 | 4,487 | Added |
| 24 | CAPTRUST FINANCIAL ADVISORS | $455,439 | 4,372 | Added |
| 25 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $411,674 | 3,970 | Trimmed |