| 1 | BANK OF AMERICA CORP /DE/ | $26.2M | 577,021 | Trimmed |
| 2 | RAYMOND JAMES FINANCIAL INC | $21.4M | 471,717 | Trimmed |
| 3 | LPL Financial LLC | $18.1M | 399,338 | Added |
| 4 | Mariner, LLC | $15.9M | 351,077 | Added |
| 5 | EASTERN BANK | $13.3M | 292,080 | Trimmed |
| 6 | FLPUTNAM INVESTMENT MANAGEMENT CO | $11.1M | 243,921 | Trimmed |
| 7 | BAILARD, INC. | $9.9M | 217,416 | Added |
| 8 | Miracle Mile Advisors, LLC | $7.5M | 165,268 | Added |
| 9 | Koss-Olinger Consulting, LLC | $6.2M | 135,892 | Added |
| 10 | Beacon Pointe Advisors, LLC | $6.0M | 132,844 | New |
| 11 | HARBOUR INVESTMENTS, INC. | $5.6M | 124,044 | Added |
| 12 | KEYBANK NATIONAL ASSOCIATION/OH | $5.2M | 115,370 | New |
| 13 | FRANKLIN RESOURCES INC | $4.3M | 95,824 | Hold |
| 14 | JNBA Financial Advisors | $3.9M | 86,178 | Trimmed |
| 15 | CARY STREET PARTNERS FINANCIAL LLC | $3.3M | 73,577 | Trimmed |
| 16 | Advisory Services Network, LLC | $3.1M | 67,903 | Trimmed |
| 17 | World Investment Advisors | $2.8M | 62,396 | Added |
| 18 | Francis Financial, Inc. | $2.4M | 52,525 | Added |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.2M | 49,533 | Added |
| 20 | Cetera Investment Advisers | $2.2M | 47,981 | Added |
| 21 | HILLTOP WEALTH ADVISORS, LLC | $2.0M | 43,793 | Trimmed |
| 22 | Sanchez Levi Garrett | $1.9M | 42,270 | New |
| 23 | Creative Planning | $1.9M | 41,524 | Added |
| 24 | Opes Wealth Management LLC | $1.7M | 38,536 | Added |
| 25 | SEEDS INVESTOR LLC | $1.7M | 36,044 | New |