| 1 | BANK OF AMERICA CORP /DE/ | $70.8M | 2.2M | Added |
| 2 | MORGAN STANLEY | $47.1M | 1.5M | Added |
| 3 | LPL Financial LLC | $40.2M | 1.2M | Added |
| 4 | KEYBANK NATIONAL ASSOCIATION/OH | $37.2M | 1.2M | Added |
| 5 | Creative Planning | $34.7M | 1.1M | Added |
| 6 | UBS Group AG | $33.6M | 1.0M | Trimmed |
| 7 | Cresset Asset Management, LLC | $17.6M | 546,864 | Added |
| 8 | Auto-Owners Insurance Co | $16.1M | 500,000 | Trimmed |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $13.8M | 428,050 | Trimmed |
| 10 | Bank of New York Mellon Corp | $13.0M | 403,261 | Added |
| 11 | Trek Financial, LLC | $12.0M | 372,196 | Added |
| 12 | Royal Bank of Canada | $10.4M | 323,387 | Added |
| 13 | Proficio Capital Partners LLC | $9.5M | 295,555 | Added |
| 14 | Prentice Wealth Management LLC | $8.6M | 268,158 | Added |
| 15 | STATE OF WISCONSIN INVESTMENT BOARD | $8.6M | 267,953 | Hold |
| 16 | SECURIAN ASSET MANAGEMENT, INC | $8.3M | 250,000 | Hold |
| 17 | OLD MISSION CAPITAL LLC | $7.9M | 246,315 | Added |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $7.8M | 243,323 | Trimmed |
| 19 | OSAIC HOLDINGS, INC. | $7.8M | 242,898 | Added |
| 20 | Argent Advisors, Inc. | $7.6M | 236,275 | Added |
| 21 | Beta Wealth Group, Inc. | $7.3M | 225,853 | Added |
| 22 | Revisor Wealth Management LLC | $7.1M | 219,995 | Trimmed |
| 23 | MERCER GLOBAL ADVISORS INC /ADV | $7.1M | 219,587 | Added |
| 24 | ASSETMARK, INC | $6.8M | 211,881 | Trimmed |
| 25 | Peregrine Asset Advisers, Inc. | $6.4M | 198,446 | Trimmed |