| 1 | Bank of Italy | $152.1M | 2.5M | Hold |
| 2 | FMR LLC | $43.0M | 720,621 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $19.1M | 320,766 | Added |
| 4 | Colorado Capital Management, Inc. | $17.7M | 296,784 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $8.6M | 144,742 | Added |
| 6 | Brio Consultants, LLC | $8.4M | 125,676 | Added |
| 7 | US BANCORP \DE\ | $8.3M | 139,013 | Added |
| 8 | Financial Engines Advisors L.L.C. | $7.5M | 125,857 | Added |
| 9 | Daiwa Securities Group Inc. | $5.9M | 98,875 | Added |
| 10 | FIFTH THIRD BANCORP | $5.1M | 86,091 | Trimmed |
| 11 | GOLDMAN SACHS GROUP INC | $4.5M | 75,910 | Added |
| 12 | Prentice Wealth Management LLC | $3.6M | 60,926 | Trimmed |
| 13 | Cetera Investment Advisers | $2.8M | 47,483 | Added |
| 14 | Aptus Capital Advisors, LLC | $2.8M | 47,075 | Added |
| 15 | ASSETMARK, INC | $2.8M | 47,008 | Added |
| 16 | WELLS FARGO & COMPANY/MN | $2.3M | 38,736 | Added |
| 17 | Fingerlakes Wealth Management, Inc. | $2.3M | 38,299 | Added |
| 18 | LPL Financial LLC | $2.1M | 35,737 | Added |
| 19 | MORGAN STANLEY | $2.0M | 34,252 | Trimmed |
| 20 | Prime Capital Investment Advisors, LLC | $1.9M | 32,382 | Trimmed |
| 21 | Destination Wealth Management | $1.8M | 30,699 | Trimmed |
| 22 | AMERIPRISE FINANCIAL INC | $1.7M | 28,362 | Trimmed |
| 23 | Steward Partners Investment Advisory, LLC | $1.4M | 23,607 | Added |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 19,906 | Added |
| 25 | Modern Wealth Management, LLC | $1.1M | 18,787 | New |