| 1 | TEXAS PERMANENT SCHOOL FUND CORP | $728.0M | 15.0M | Hold |
| 2 | CENTRAL TRUST Co | $5.6M | 115,872 | Added |
| 3 | Founders Financial Alliance, LLC | $5.4M | 110,537 | Trimmed |
| 4 | Obermeyer Wealth Partners | $5.0M | 103,567 | Trimmed |
| 5 | Perennial Advisors, LLC | $4.8M | 98,238 | New |
| 6 | Impact Partnership Wealth, LLC | $3.0M | 62,843 | Added |
| 7 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2.3M | 47,233 | New |
| 8 | QTR Family Wealth, LLC | $1.6M | 32,014 | Trimmed |
| 9 | FOUNDERS FINANCIAL SECURITIES LLC | $1.3M | 25,950 | Added |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 24,853 | Added |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $814,061 | 16,728 | Trimmed |
| 12 | Kestra Advisory Services, LLC | $726,709 | 14,982 | Added |
| 13 | Dynamic Financial Group | $655,983 | 13,524 | Added |
| 14 | BENJAMIN EDWARDS INC | $575,930 | 11,874 | Added |
| 15 | Gladstone Institutional Advisory LLC | $535,533 | 11,041 | Trimmed |
| 16 | Blue Water Asset Management | $478,248 | 9,860 | Added |
| 17 | Next Level Private LLC | $442,492 | 9,123 | Added |
| 18 | Bill Few Associates, Inc. | $326,536 | 6,732 | Trimmed |
| 19 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $254,361 | 5,244 | Trimmed |
| 20 | Fortitude Advisory Group L.L.C. | $237,238 | 4,891 | Trimmed |
| 21 | IFP Advisors, Inc | $4,851 | 100 | Hold |
| 22 | AE Wealth Management LLC | $0 | 0 | Exited |
| 23 | LeClair Wealth Partners LLC | $0 | 0 | Exited |