| 1 | TEXAS PERMANENT SCHOOL FUND CORP | $728.0M | 15.0M | Hold |
| 2 | MORGAN STANLEY | $359.7M | 7.4M | Added |
| 3 | AMERIPRISE FINANCIAL INC | $29.4M | 605,610 | Added |
| 4 | LPL Financial LLC | $19.6M | 404,212 | Added |
| 5 | Spartan Wealth Advisory Services LLC | $10.2M | 211,283 | Added |
| 6 | Eldridge Investment Advisors, Inc. | $8.4M | 173,999 | Trimmed |
| 7 | Corient Private Wealth LLC | $7.2M | 147,526 | Added |
| 8 | CENTRAL TRUST Co | $5.6M | 115,872 | Added |
| 9 | Founders Financial Alliance, LLC | $5.4M | 110,537 | Trimmed |
| 10 | Obermeyer Wealth Partners | $5.0M | 103,567 | Trimmed |
| 11 | Perennial Advisors, LLC | $4.8M | 98,238 | New |
| 12 | MCCARTER PRIVATE WEALTH SERVICES LLC | $4.6M | 95,726 | New |
| 13 | Impact Partnership Wealth, LLC | $3.0M | 62,843 | Added |
| 14 | CREATIVE FINANCIAL DESIGNS INC /ADV | $2.3M | 47,233 | New |
| 15 | Western Wealth Management, LLC | $2.2M | 44,646 | Added |
| 16 | Visionary Wealth Advisors | $1.7M | 35,134 | Added |
| 17 | Rockefeller Capital Management L.P. | $1.7M | 34,221 | New |
| 18 | QTR Family Wealth, LLC | $1.6M | 32,014 | Trimmed |
| 19 | WELLS FARGO & COMPANY/MN | $1.5M | 30,130 | Added |
| 20 | FOUNDERS FINANCIAL SECURITIES LLC | $1.3M | 25,950 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 24,853 | Added |
| 22 | Stratos Wealth Partners, LTD. | $1.2M | 23,981 | Added |
| 23 | Riverview Capital Advisers, LLC | $1.0M | 21,013 | New |
| 24 | OSAIC HOLDINGS, INC. | $982,392 | 20,251 | Trimmed |
| 25 | Focus Partners Wealth | $881,391 | 18,074 | Added |