| 1 | MORGAN STANLEY | $55.2M | 1.4M | Trimmed |
| 2 | Abacus Wealth Partners, LLC | $39.2M | 1.0M | Added |
| 3 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $33.7M | 870,175 | New |
| 4 | Bank of New York Mellon Corp | $22.8M | 588,034 | Added |
| 5 | Royal Bank of Canada | $21.8M | 561,111 | Added |
| 6 | RAYMOND JAMES FINANCIAL INC | $15.0M | 387,285 | Trimmed |
| 7 | BANK OF AMERICA CORP /DE/ | $11.1M | 285,944 | Trimmed |
| 8 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $10.4M | 267,291 | Trimmed |
| 9 | UBS Group AG | $10.3M | 264,743 | Added |
| 10 | WELLS FARGO & COMPANY/MN | $7.4M | 190,203 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $7.0M | 180,297 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $6.9M | 177,246 | Added |
| 13 | Beacon Pointe Advisors, LLC | $6.4M | 165,825 | Added |
| 14 | JONES FINANCIAL COMPANIES LLLP | $6.3M | 167,001 | Added |
| 15 | LPL Financial LLC | $6.0M | 153,607 | Trimmed |
| 16 | Rockefeller Capital Management L.P. | $4.2M | 108,909 | Added |
| 17 | Creative Planning | $3.9M | 100,641 | Hold |
| 18 | &PARTNERS | $3.6M | 91,749 | Added |
| 19 | Fiduciary Trust Co | $3.2M | 81,670 | Hold |
| 20 | Invera Wealth Advisors, LLC | $2.3M | 58,153 | Trimmed |
| 21 | WCG Wealth Advisors LLC | $2.2M | 57,350 | Added |
| 22 | CANANDAIGUA NATIONAL CORP | $1.8M | 47,243 | New |
| 23 | GOLDMAN SACHS GROUP INC | $1.7M | 45,095 | New |
| 24 | Cetera Investment Advisers | $1.7M | 43,874 | Added |
| 25 | PNC Financial Services Group, Inc. | $1.7M | 43,164 | Added |