| 1 | SUMITOMO LIFE INSURANCE CO | $142.4M | 6.2M | Hold |
| 2 | MORGAN STANLEY | $18.9M | 827,089 | Added |
| 3 | MAI Capital Management | $11.7M | 512,601 | Added |
| 4 | United Community Bank | $11.4M | 496,225 | Added |
| 5 | PARK AVENUE SECURITIES LLC | $6.2M | 269,867 | New |
| 6 | BANK OF AMERICA CORP /DE/ | $6.2M | 268,775 | Added |
| 7 | Fifth Third Securities, Inc. | $5.1M | 222,453 | Added |
| 8 | LPL Financial LLC | $5.0M | 216,809 | Added |
| 9 | Creative Planning | $3.6M | 157,604 | Trimmed |
| 10 | Thrivent Financial for Lutherans | $3.3M | 143,816 | Added |
| 11 | Mount Lucas Management LP | $3.2M | 138,716 | Added |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $2.8M | 124,231 | Added |
| 13 | WELLS FARGO & COMPANY/MN | $2.6M | 114,786 | Added |
| 14 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $1.9M | 84,477 | Trimmed |
| 15 | Cullen/Frost Bankers, Inc. | $1.9M | 83,378 | Trimmed |
| 16 | AMERIPRISE FINANCIAL INC | $1.8M | 80,091 | Added |
| 17 | ASSETMARK, INC | $1.7M | 72,080 | Added |
| 18 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.6M | 71,091 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $1.5M | 66,263 | Trimmed |
| 20 | Omega Financial Group, LLC | $1.3M | 58,201 | Trimmed |
| 21 | MML INVESTORS SERVICES, LLC | $1.0M | 45,313 | Added |
| 22 | Avidian Wealth Enterprises, LLC | $1.0M | 44,550 | New |
| 23 | Royal Bank of Canada | $954,000 | 41,675 | Trimmed |
| 24 | CENTRAL TRUST Co | $818,401 | 35,738 | Trimmed |
| 25 | Arax Advisory Partners | $628,152 | 27,430 | Added |