| 1 | Davis Selected Advisers | $89.5M | 1.9M | Hold |
| 2 | MORGAN STANLEY | $82.5M | 1.8M | Trimmed |
| 3 | Cetera Investment Advisers | $38.8M | 840,007 | Added |
| 4 | LPL Financial LLC | $28.8M | 621,896 | Added |
| 5 | Royal Bank of Canada | $22.3M | 481,526 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $19.9M | 429,661 | Trimmed |
| 7 | STIFEL FINANCIAL CORP | $16.1M | 348,169 | Added |
| 8 | Fjell Capital, LLC | $12.7M | 274,721 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $12.3M | 266,970 | Added |
| 10 | Baird Financial Group, Inc. | $8.4M | 181,175 | Added |
| 11 | UBS Group AG | $8.2M | 177,080 | Trimmed |
| 12 | Melone Private Wealth, LLC | $5.6M | 120,958 | Trimmed |
| 13 | DAVENPORT & Co LLC | $5.0M | 107,927 | Added |
| 14 | Rockefeller Capital Management L.P. | $4.1M | 89,181 | Trimmed |
| 15 | Kestra Advisory Services, LLC | $3.8M | 82,529 | Added |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.1M | 67,037 | Trimmed |
| 17 | Private Advisor Group, LLC | $2.3M | 50,476 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 47,421 | Added |
| 19 | BENJAMIN EDWARDS INC | $1.9M | 42,125 | Trimmed |
| 20 | Strategic Blueprint, LLC | $1.8M | 39,750 | Added |
| 21 | RHODES INVESTMENT ADVISORS INC /ADV | $1.8M | 39,567 | Trimmed |
| 22 | Southeast Asset Advisors, LLC | $1.7M | 37,620 | Hold |
| 23 | Lunt Capital Management, Inc. | $1.7M | 37,437 | Hold |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $1.7M | 37,274 | Trimmed |
| 25 | Heritage Wealth Management, Inc. | $1.6M | 33,853 | Added |