| 1 | BANK OF AMERICA CORP /DE/ | $539.4M | 11.9M | Trimmed |
| 2 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $217.3M | 4.8M | New |
| 3 | JPMORGAN CHASE & CO | $90.9M | 2.0M | Added |
| 4 | LPL Financial LLC | $86.4M | 1.9M | Added |
| 5 | MORGAN STANLEY | $58.1M | 1.3M | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $51.1M | 1.1M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $47.9M | 1.1M | Added |
| 8 | MERCER GLOBAL ADVISORS INC /ADV | $24.6M | 540,564 | Trimmed |
| 9 | UBS Group AG | $23.5M | 516,668 | Added |
| 10 | Beacon Pointe Advisors, LLC | $23.0M | 505,725 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $20.8M | 456,632 | Trimmed |
| 12 | Bank of New York Mellon Corp | $19.9M | 438,368 | Added |
| 13 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $18.3M | 401,443 | Trimmed |
| 14 | EASTERN BANK | $12.8M | 281,255 | Trimmed |
| 15 | CAPTRUST FINANCIAL ADVISORS | $11.5M | 252,103 | Added |
| 16 | RAYMOND JAMES FINANCIAL INC | $11.4M | 250,879 | Added |
| 17 | AMERIPRISE FINANCIAL INC | $10.6M | 232,347 | Added |
| 18 | Mariner, LLC | $10.5M | 230,946 | Trimmed |
| 19 | MISSION WEALTH MANAGEMENT, LP | $9.9M | 216,777 | Trimmed |
| 20 | Forefront Analytics, LLC | $8.9M | 195,657 | Added |
| 21 | ST GERMAIN D J CO INC | $8.5M | 186,062 | Added |
| 22 | Allworth Financial LP | $8.4M | 184,190 | Trimmed |
| 23 | HighTower Advisors, LLC | $7.9M | 173,269 | Added |
| 24 | Cetera Investment Advisers | $7.6M | 167,164 | Trimmed |
| 25 | Thrivent Financial for Lutherans | $7.0M | 154,243 | Added |