| 1 | MORGAN STANLEY | $151.7M | 4.6M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $111.9M | 3.4M | Added |
| 3 | Rockefeller Capital Management L.P. | $28.7M | 863,602 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $24.1M | 725,564 | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $20.0M | 601,352 | Added |
| 6 | LPL Financial LLC | $19.0M | 571,771 | New |
| 7 | Prime Capital Investment Advisors, LLC | $17.5M | 527,196 | Added |
| 8 | WELLS FARGO & COMPANY/MN | $16.6M | 498,312 | Added |
| 9 | TRUIST FINANCIAL CORP | $14.5M | 437,397 | Added |
| 10 | Sanctuary Advisors, LLC | $6.4M | 193,471 | Added |
| 11 | Corient Private Wealth LLC | $6.4M | 192,343 | New |
| 12 | Avidian Wealth Enterprises, LLC | $4.9M | 146,831 | Trimmed |
| 13 | US BANCORP \DE\ | $4.0M | 120,043 | Trimmed |
| 14 | U.S. Capital Wealth Advisors, LLC | $3.6M | 108,574 | Added |
| 15 | MML INVESTORS SERVICES, LLC | $3.0M | 90,184 | Added |
| 16 | Cambridge Investment Research Advisors, Inc. | $2.8M | 83,508 | Added |
| 17 | HighTower Advisors, LLC | $2.2M | 65,315 | Added |
| 18 | Gryphon Financial Partners LLC | $2.0M | 61,577 | New |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.0M | 58,738 | New |
| 20 | Heritage Wealth Management, Inc. | $1.8M | 53,000 | Hold |
| 21 | Centric Wealth Management | $1.7M | 50,163 | Added |
| 22 | STIFEL FINANCIAL CORP | $1.7M | 50,842 | Added |
| 23 | D.A. DAVIDSON & CO. | $1.6M | 49,478 | New |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $1.4M | 42,315 | New |
| 25 | FIFTH THIRD BANCORP | $1.4M | 41,432 | New |