| 1 | JPMORGAN CHASE & CO | $4.18B | 56.9M | Trimmed |
| 2 | LPL Financial LLC | $487.7M | 6.4M | Added |
| 3 | FMR LLC | $267.2M | 3.5M | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $234.9M | 3.1M | Added |
| 5 | EASTERN BANK | $154.0M | 2.0M | Added |
| 6 | CWM, LLC | $144.9M | 1.9M | Added |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $135.3M | 1.8M | Added |
| 8 | MML INVESTORS SERVICES, LLC | $130.9M | 1.7M | Trimmed |
| 9 | FACTORY MUTUAL INSURANCE CO | $126.6M | 1.7M | Hold |
| 10 | RAYMOND JAMES FINANCIAL INC | $122.3M | 1.6M | Added |
| 11 | Janney Montgomery Scott LLC | $112.4M | 1.5M | Trimmed |
| 12 | ASSETMARK, INC | $112.2M | 1.5M | Trimmed |
| 13 | Dynasty Wealth Management, LLC | $110.3M | 1.5M | Trimmed |
| 14 | Cetera Investment Advisers | $97.1M | 1.3M | Added |
| 15 | Bogart Wealth, LLC | $92.3M | 1.2M | Added |
| 16 | Vestmark Advisory Solutions, Inc. | $92.1M | 1.2M | Trimmed |
| 17 | SAGESPRING WEALTH PARTNERS, LLC | $84.0M | 1.1M | Trimmed |
| 18 | JANE STREET GROUP, LLC | $79.5M | 1.1M | Added |
| 19 | Private Advisor Group, LLC | $72.0M | 950,313 | Added |
| 20 | Invesco Ltd. | $69.5M | 918,000 | Hold |
| 21 | Conservest Capital Advisors, Inc. | $69.4M | 916,819 | Added |
| 22 | Hughes Financial Services, LLC | $64.7M | 854,338 | Added |
| 23 | GREAT VALLEY ADVISOR GROUP, INC. | $61.6M | 813,094 | Added |
| 24 | New England Professional Planning Group Inc. | $58.9M | 777,722 | Added |
| 25 | Richard P Slaughter Associates Inc | $58.5M | 772,797 | Added |