| 1 | Franklin, Parlapiano, Turner & Welch, LLC | $42.2M | 478,333 | Added |
| 2 | MORGAN STANLEY | $41.1M | 493,832 | Trimmed |
| 3 | EVERGREEN CAPITAL MANAGEMENT LLC | $22.2M | 266,843 | Added |
| 4 | VAN ECK ASSOCIATES CORP | $20.0M | 239,823 | Added |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.9M | 226,602 | Added |
| 6 | Cornerstone Planning Group LLC | $18.1M | 200,966 | Added |
| 7 | Aprio Wealth Management, LLC | $17.2M | 206,867 | Added |
| 8 | AMERIPRISE FINANCIAL INC | $13.3M | 160,407 | Added |
| 9 | BARD ASSOCIATES INC | $12.2M | 146,120 | Added |
| 10 | Royal Bank of Canada | $12.0M | 144,449 | Trimmed |
| 11 | LPL Financial LLC | $11.9M | 142,564 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $10.7M | 128,508 | Added |
| 13 | Ascension Capital Advisors, Inc. | $10.0M | 119,648 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $8.1M | 97,126 | Added |
| 15 | WELLS FARGO & COMPANY/MN | $6.1M | 73,423 | Added |
| 16 | TWO SIGMA INVESTMENTS, LP | $6.0M | 72,600 | Trimmed |
| 17 | Sovereign Financial Group, Inc. | $5.7M | 68,704 | Added |
| 18 | Plan Group Financial, LLC | $5.7M | 68,489 | Added |
| 19 | OSAIC HOLDINGS, INC. | $5.5M | 66,104 | Trimmed |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $5.2M | 61,947 | Added |
| 21 | CASTLE WEALTH MANAGEMENT LLC | $5.0M | 60,546 | Added |
| 22 | Fonville Wealth Management LLC | $4.7M | 56,526 | Added |
| 23 | JPMORGAN CHASE & CO | $4.6M | 55,319 | Added |
| 24 | AXS Investments LLC | $4.0M | 47,850 | Trimmed |
| 25 | Cetera Investment Advisers | $3.9M | 47,441 | Added |