| 1 | Fiduciary Trust Co | $138.4M | 1.8M | Trimmed |
| 2 | LPL Financial LLC | $127.5M | 1.6M | Added |
| 3 | MORGAN STANLEY | $72.3M | 928,869 | Added |
| 4 | Garrett Wealth Advisory Group, LLC | $58.6M | 752,712 | Added |
| 5 | Cetera Investment Advisers | $53.5M | 687,129 | Added |
| 6 | Private Advisor Group, LLC | $51.7M | 664,596 | Trimmed |
| 7 | INTEGRITY ALLIANCE, LLC. | $43.8M | 562,910 | Added |
| 8 | WealthPlan Investment Management, LLC | $40.2M | 516,386 | Added |
| 9 | Team Financial Group, LLC | $35.6M | 457,411 | Added |
| 10 | Kestra Advisory Services, LLC | $29.7M | 382,217 | Added |
| 11 | Financial Gravity Companies, Inc. | $23.7M | 304,306 | Added |
| 12 | IEQ CAPITAL, LLC | $20.6M | 265,154 | Hold |
| 13 | FLAGSHIP WEALTH ADVISORS, LLC | $18.2M | 233,980 | Added |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $15.5M | 198,886 | Added |
| 15 | Stenger Family Office, LLC | $14.3M | 184,220 | Trimmed |
| 16 | BANK OF AMERICA CORP /DE/ | $13.6M | 175,418 | Trimmed |
| 17 | JPMORGAN CHASE & CO | $13.4M | 172,483 | Added |
| 18 | Focus Partners Wealth | $11.0M | 141,071 | Trimmed |
| 19 | Maia Wealth LLC | $9.3M | 119,691 | Added |
| 20 | EASTERN BANK | $9.1M | 117,104 | Added |
| 21 | Ameritas Advisory Services, LLC | $8.4M | 107,375 | Added |
| 22 | Marietta Wealth Management, LLC | $7.7M | 99,476 | Trimmed |
| 23 | UBS Group AG | $7.0M | 90,272 | Added |
| 24 | Creative Planning | $6.9M | 88,954 | Trimmed |
| 25 | VISTA INVESTMENT MANAGEMENT | $6.6M | 85,033 | Added |