| 1 | BANK OF AMERICA CORP /DE/ | $97.4M | 2.5M | Trimmed |
| 2 | Jupiter Topco LLC | $42.3M | 1.1M | New |
| 3 | Bank of New York Mellon Corp | $27.8M | 702,594 | Added |
| 4 | LPL Financial LLC | $27.4M | 692,247 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $25.0M | 633,252 | Added |
| 6 | Royal Bank of Canada | $22.9M | 579,180 | Added |
| 7 | BRANDYWINE OAK PRIVATE WEALTH LLC | $17.9M | 452,642 | Added |
| 8 | Rockefeller Capital Management L.P. | $17.9M | 451,588 | Trimmed |
| 9 | LAKE STREET PRIVATE WEALTH, LLC | $16.1M | 408,474 | Added |
| 10 | Cetera Investment Advisers | $12.2M | 308,814 | Added |
| 11 | China Universal Asset Management Co., Ltd. | $12.0M | 303,000 | Hold |
| 12 | MML INVESTORS SERVICES, LLC | $11.9M | 300,563 | Added |
| 13 | ALM First Financial Advisors, LLC | $11.1M | 281,590 | Added |
| 14 | OSAIC HOLDINGS, INC. | $10.7M | 269,458 | Trimmed |
| 15 | Columbus Macro, LLC | $9.9M | 250,000 | Added |
| 16 | Arax Advisory Partners | $8.6M | 218,453 | Added |
| 17 | Ausdal Financial Partners, Inc. | $8.5M | 216,245 | Trimmed |
| 18 | Advyzon Investment Management, LLC | $8.4M | 211,478 | Trimmed |
| 19 | Mason & Associates Inc | $8.2M | 206,312 | Added |
| 20 | STIFEL FINANCIAL CORP | $7.4M | 187,913 | Added |
| 21 | a16z Perennial Management, L.P. | $7.2M | 181,946 | New |
| 22 | RAYMOND JAMES FINANCIAL INC | $6.2M | 155,792 | Trimmed |
| 23 | Brendel Financial Advisors LLC | $5.8M | 146,753 | Hold |
| 24 | CAPTRUST FINANCIAL ADVISORS | $5.3M | 133,340 | Trimmed |
| 25 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $5.0M | 126,498 | Trimmed |