| 1 | BANK OF AMERICA CORP /DE/ | $112.9M | 10.8M | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $47.1M | 4.5M | Added |
| 3 | D.A. DAVIDSON & CO. | $44.1M | 4.2M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $23.6M | 2.3M | Added |
| 5 | UBS Group AG | $11.7M | 1.1M | Added |
| 6 | Baird Financial Group, Inc. | $6.6M | 634,447 | Trimmed |
| 7 | LPL Financial LLC | $5.9M | 567,510 | Added |
| 8 | EXENCIAL WEALTH ADVISORS, LLC | $5.8M | 553,705 | Added |
| 9 | Parkside Financial Bank & Trust | $5.6M | 533,168 | Trimmed |
| 10 | Royal Bank of Canada | $5.0M | 483,432 | Added |
| 11 | Waverly Advisors, LLC | $4.2M | 406,934 | Added |
| 12 | CAPTRUST FINANCIAL ADVISORS | $4.0M | 381,482 | Added |
| 13 | NORTHERN TRUST CORP | $3.8M | 366,996 | Hold |
| 14 | Ignite Planners, LLC | $2.7M | 257,912 | Added |
| 15 | Lee Financial Co | $2.2M | 211,396 | Trimmed |
| 16 | SCS Capital Management LLC | $1.9M | 178,183 | Trimmed |
| 17 | Mariner, LLC | $1.8M | 172,977 | Added |
| 18 | OPPENHEIMER & CO INC | $1.6M | 154,454 | Added |
| 19 | Steward Partners Investment Advisory, LLC | $1.6M | 152,834 | Added |
| 20 | ROMAN BUTLER FULLERTON & CO | $1.6M | 157,361 | Trimmed |
| 21 | INDEPENDENT FINANCIAL GROUP, LLC | $1.4M | 130,935 | Trimmed |
| 22 | HighTower Advisors, LLC | $1.3M | 126,561 | Trimmed |
| 23 | Patriot Financial Group Insurance Agency, LLC | $1.2M | 119,390 | Added |
| 24 | MAI Capital Management | $1.2M | 117,346 | Added |
| 25 | Alteri Wealth LLC | $1.2M | 116,718 | Added |