| 1 | MORGAN STANLEY | $145.2M | 3.0M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $87.4M | 1.8M | Trimmed |
| 3 | LPL Financial LLC | $79.4M | 1.6M | Added |
| 4 | Valmark Advisers, Inc. | $74.3M | 1.5M | Trimmed |
| 5 | STATE OF WISCONSIN INVESTMENT BOARD | $69.3M | 1.4M | Hold |
| 6 | UBS Group AG | $68.5M | 1.4M | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $51.6M | 1.0M | Trimmed |
| 8 | ESL Trust Services, LLC | $47.2M | 958,864 | Added |
| 9 | Sixth Street Partners Management Company, L.P. | $32.1M | 652,209 | New |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $32.1M | 652,209 | Trimmed |
| 11 | HighPoint Advisor Group LLC | $29.1M | 592,603 | Added |
| 12 | OneDigital Investment Advisors LLC | $28.9M | 586,910 | Trimmed |
| 13 | Warren Street Wealth Advisors, LLC | $26.4M | 537,433 | Trimmed |
| 14 | Pallas Capital Advisors LLC | $25.8M | 525,395 | Added |
| 15 | Marathon Mission, Inc. | $25.1M | 511,198 | Added |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $23.6M | 480,219 | Added |
| 17 | MEITAV INVESTMENT HOUSE LTD | $20.6M | 418,672 | Trimmed |
| 18 | HOWARD FINANCIAL SERVICES, LTD. | $18.3M | 372,715 | Added |
| 19 | OSAIC HOLDINGS, INC. | $15.4M | 313,863 | Trimmed |
| 20 | Cetera Investment Advisers | $14.5M | 294,864 | Trimmed |
| 21 | STIFEL FINANCIAL CORP | $14.0M | 283,853 | Trimmed |
| 22 | Transamerica Financial Advisors, LLC | $13.0M | 265,023 | Trimmed |
| 23 | WEALTH MANAGEMENT RESOURCES, INC. | $12.7M | 257,460 | Trimmed |
| 24 | INVENIO WEALTH PARTNERS LLC | $12.3M | 249,481 | Trimmed |
| 25 | AMERICAN FINANCIAL & TAX STRATEGIES INC | $12.0M | 243,709 | Trimmed |