| 1 | MORGAN STANLEY | $128.2M | 2.5M | Added |
| 2 | Allspring Global Investments Holdings, LLC | $104.6M | 2.1M | Hold |
| 3 | LJI Wealth Management, LLC | $82.4M | 1.6M | Added |
| 4 | MAI Capital Management | $64.2M | 1.3M | Added |
| 5 | LPL Financial LLC | $59.8M | 1.2M | Added |
| 6 | UBS Group AG | $57.3M | 1.1M | Trimmed |
| 7 | World Investment Advisors | $52.1M | 1.0M | Hold |
| 8 | Bramshill Investments, LLC | $50.8M | 1.0M | Added |
| 9 | FARMERS & MERCHANTS INVESTMENTS INC | $49.5M | 982,350 | Added |
| 10 | Royal Bank of Canada | $43.1M | 855,934 | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $41.5M | 824,298 | Added |
| 12 | Crews Bank & Trust | $39.7M | 788,528 | Added |
| 13 | BANK OF AMERICA CORP /DE/ | $31.2M | 618,501 | Added |
| 14 | Wiser Wealth Management, Inc | $25.7M | 510,292 | Added |
| 15 | AMERIPRISE FINANCIAL INC | $25.5M | 507,289 | Trimmed |
| 16 | NewEdge Advisors, LLC | $25.4M | 503,384 | Added |
| 17 | CREATIVE FINANCIAL DESIGNS INC /ADV | $22.6M | 448,811 | Trimmed |
| 18 | Vestmark Advisory Solutions, Inc. | $21.1M | 418,807 | Added |
| 19 | VOISARD ASSET MANAGEMENT GROUP, INC. | $19.8M | 394,083 | Trimmed |
| 20 | CAMDEN NATIONAL BANK | $19.8M | 394,035 | Added |
| 21 | Allianz Asset Management GmbH | $18.5M | 367,542 | Added |
| 22 | ALLSTATE CORP | $17.7M | 350,519 | New |
| 23 | Colonial Trust Advisors | $16.5M | 327,118 | Added |
| 24 | Corient Private Wealth LLC | $16.1M | 320,450 | Trimmed |
| 25 | Global Wealth Management Investment Advisory, Inc. | $13.9M | 275,433 | Added |