| 1 | MORGAN STANLEY | $224.2M | 4.4M | Added |
| 2 | Davis Selected Advisers | $172.6M | 3.4M | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $82.8M | 1.6M | Added |
| 4 | Kestra Advisory Services, LLC | $46.3M | 912,023 | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $45.1M | 888,106 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $39.2M | 772,478 | Added |
| 7 | LPL Financial LLC | $33.4M | 658,918 | Trimmed |
| 8 | UBS Group AG | $30.0M | 590,774 | Added |
| 9 | Next Level Private LLC | $22.1M | 435,158 | Added |
| 10 | ODonnell Financial Services, LLC | $20.6M | 406,556 | New |
| 11 | Melone Private Wealth, LLC | $16.1M | 317,583 | Added |
| 12 | KESTRA PRIVATE WEALTH SERVICES, LLC | $8.6M | 169,536 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $8.1M | 159,229 | Added |
| 14 | Lunt Capital Management, Inc. | $7.9M | 156,626 | Trimmed |
| 15 | STIFEL FINANCIAL CORP | $7.6M | 149,205 | Added |
| 16 | D.A. DAVIDSON & CO. | $7.1M | 140,058 | Trimmed |
| 17 | LEVEL FOUR ADVISORY SERVICES, LLC | $7.0M | 137,058 | Trimmed |
| 18 | JANE STREET GROUP, LLC | $6.2M | 122,309 | Added |
| 19 | Geneos Wealth Management Inc. | $5.4M | 106,702 | Trimmed |
| 20 | Royal Bank of Canada | $4.0M | 79,291 | Added |
| 21 | Rockefeller Capital Management L.P. | $2.7M | 53,872 | Added |
| 22 | HighPoint Advisor Group LLC | $2.7M | 53,491 | Added |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.6M | 51,192 | Added |
| 24 | SUMMIT WEALTH GROUP LLC / CO | $2.4M | 47,869 | Trimmed |
| 25 | Private Advisor Group, LLC | $1.8M | 35,363 | Added |