| 1 | MORGAN STANLEY | $120.0M | 2.4M | Added |
| 2 | Allspring Global Investments Holdings, LLC | $104.9M | 2.1M | Hold |
| 3 | LJI Wealth Management, LLC | $69.1M | 1.4M | Added |
| 4 | UBS Group AG | $58.5M | 1.2M | Added |
| 5 | LPL Financial LLC | $55.9M | 1.1M | Trimmed |
| 6 | MAI Capital Management | $54.7M | 1.1M | Added |
| 7 | World Investment Advisors | $52.1M | 1.0M | Added |
| 8 | Bramshill Investments, LLC | $50.3M | 997,002 | Trimmed |
| 9 | FARMERS & MERCHANTS INVESTMENTS INC | $49.0M | 970,988 | Added |
| 10 | AMERIPRISE FINANCIAL INC | $41.8M | 828,129 | Added |
| 11 | Royal Bank of Canada | $39.8M | 787,808 | Added |
| 12 | Crews Bank & Trust | $38.4M | 759,580 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $36.8M | 727,957 | Added |
| 14 | BANK OF AMERICA CORP /DE/ | $30.1M | 595,893 | Added |
| 15 | VOISARD ASSET MANAGEMENT GROUP, INC. | $26.8M | 529,983 | Trimmed |
| 16 | Wiser Wealth Management, Inc | $24.8M | 491,388 | Added |
| 17 | CREATIVE FINANCIAL DESIGNS INC /ADV | $23.7M | 469,587 | Trimmed |
| 18 | GREENUP STREET WEALTH MANAGEMENT LLC | $23.1M | 458,289 | Trimmed |
| 19 | Vestmark Advisory Solutions, Inc. | $20.0M | 396,979 | Added |
| 20 | CAMDEN NATIONAL BANK | $19.2M | 379,909 | Added |
| 21 | Allianz Asset Management GmbH | $18.1M | 359,323 | Trimmed |
| 22 | Corient Private Wealth LLC | $17.8M | 360,566 | Trimmed |
| 23 | Colonial Trust Advisors | $15.8M | 313,171 | Added |
| 24 | Cetera Investment Advisers | $15.0M | 296,574 | Added |
| 25 | Global Wealth Management Investment Advisory, Inc. | $13.4M | 264,985 | Added |