| 1 | SUMITOMO LIFE INSURANCE CO | $136.8M | 6.2M | Hold |
| 2 | MORGAN STANLEY | $17.5M | 795,364 | Added |
| 3 | United Community Bank | $10.6M | 481,748 | Added |
| 4 | MAI Capital Management | $10.1M | 459,027 | Added |
| 5 | LPL Financial LLC | $4.5M | 205,000 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $4.5M | 204,952 | Trimmed |
| 7 | Creative Planning | $3.9M | 177,070 | Added |
| 8 | Fifth Third Securities, Inc. | $3.6M | 165,690 | Added |
| 9 | Mount Lucas Management LP | $3.0M | 137,947 | Added |
| 10 | Thrivent Financial for Lutherans | $3.0M | 136,097 | Added |
| 11 | Cullen/Frost Bankers, Inc. | $2.6M | 119,523 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $2.6M | 119,472 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $2.5M | 114,329 | Added |
| 14 | RAYMOND JAMES FINANCIAL INC | $2.2M | 99,536 | Added |
| 15 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.9M | 88,159 | Trimmed |
| 16 | AMERIPRISE FINANCIAL INC | $1.6M | 70,679 | Trimmed |
| 17 | Omega Financial Group, LLC | $1.3M | 59,265 | Added |
| 18 | ASSETMARK, INC | $1.3M | 57,690 | Trimmed |
| 19 | Royal Bank of Canada | $959,000 | 43,605 | Added |
| 20 | CITADEL ADVISORS LLC | $867,725 | 39,460 | New |
| 21 | MML INVESTORS SERVICES, LLC | $825,274 | 37,529 | Added |
| 22 | CENTRAL TRUST Co | $787,841 | 35,827 | Trimmed |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $556,127 | 25,290 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $509,910 | 23,188 | Trimmed |
| 25 | AlphaCentric Advisors LLC | $463,307 | 21,069 | Added |