| 1 | Davis Selected Advisers | $84.8M | 1.9M | Added |
| 2 | MORGAN STANLEY | $78.9M | 1.8M | Added |
| 3 | Cetera Investment Advisers | $34.2M | 780,871 | Added |
| 4 | LPL Financial LLC | $24.0M | 548,101 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $18.8M | 430,193 | Added |
| 6 | Royal Bank of Canada | $17.0M | 388,003 | Added |
| 7 | STIFEL FINANCIAL CORP | $15.2M | 347,396 | Added |
| 8 | Fjell Capital, LLC | $11.8M | 268,913 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $11.3M | 258,279 | Added |
| 10 | UBS Group AG | $7.8M | 178,835 | Added |
| 11 | Baird Financial Group, Inc. | $7.8M | 178,722 | Added |
| 12 | Melone Private Wealth, LLC | $5.4M | 122,229 | Added |
| 13 | DAVENPORT & Co LLC | $4.6M | 105,898 | Added |
| 14 | Rockefeller Capital Management L.P. | $3.9M | 89,399 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $3.6M | 82,085 | Added |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.0M | 69,526 | Trimmed |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $2.1M | 47,156 | Trimmed |
| 18 | INTEGRITY WEALTH ADVISORS, INC. | $2.0M | 46,088 | Added |
| 19 | BENJAMIN EDWARDS INC | $1.9M | 42,425 | Added |
| 20 | RHODES INVESTMENT ADVISORS INC /ADV | $1.8M | 41,431 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $1.8M | 40,084 | Trimmed |
| 22 | Southeast Asset Advisors, LLC | $1.6M | 37,620 | Trimmed |
| 23 | Lunt Capital Management, Inc. | $1.6M | 37,437 | Hold |
| 24 | CAPTRUST FINANCIAL ADVISORS | $1.5M | 33,408 | Added |
| 25 | Heritage Wealth Management, Inc. | $1.4M | 32,272 | Added |