| 1 | MORGAN STANLEY | $259.3M | 4.6M | Added |
| 2 | Davis Selected Advisers | $191.1M | 3.4M | Hold |
| 3 | BANK OF AMERICA CORP /DE/ | $94.1M | 1.7M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $52.0M | 925,842 | Added |
| 5 | Kestra Advisory Services, LLC | $51.6M | 918,489 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $44.3M | 789,324 | Added |
| 7 | LPL Financial LLC | $39.6M | 705,267 | Added |
| 8 | UBS Group AG | $34.5M | 613,239 | Added |
| 9 | Next Level Private LLC | $25.9M | 461,878 | Added |
| 10 | ODonnell Financial Services, LLC | $25.8M | 459,277 | Added |
| 11 | Melone Private Wealth, LLC | $18.4M | 327,833 | Added |
| 12 | OSAIC HOLDINGS, INC. | $15.5M | 275,196 | Added |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | $9.6M | 170,526 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $9.0M | 159,604 | Added |
| 15 | Lunt Capital Management, Inc. | $8.8M | 156,160 | Trimmed |
| 16 | STIFEL FINANCIAL CORP | $8.7M | 155,285 | Added |
| 17 | LEVEL FOUR ADVISORY SERVICES, LLC | $7.8M | 138,769 | Added |
| 18 | D.A. DAVIDSON & CO. | $7.8M | 138,110 | Trimmed |
| 19 | Geneos Wealth Management Inc. | $5.9M | 104,955 | Trimmed |
| 20 | Royal Bank of Canada | $5.1M | 91,151 | Added |
| 21 | HighPoint Advisor Group LLC | $3.4M | 60,104 | Added |
| 22 | Atria Investments, Inc | $3.2M | 56,158 | Added |
| 23 | Rockefeller Capital Management L.P. | $3.0M | 53,406 | Trimmed |
| 24 | TRANSCEND CAPITAL ADVISORS, LLC | $2.8M | 49,940 | New |
| 25 | SUMMIT WEALTH GROUP LLC / CO | $2.7M | 47,770 | Trimmed |