| 1 | Rockefeller Capital Management L.P. | $10.4M | 552,039 | Trimmed |
| 2 | MORGAN STANLEY | $9.9M | 527,704 | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $4.1M | 217,654 | Trimmed |
| 4 | UBS Group AG | $2.5M | 135,161 | Trimmed |
| 5 | LPL Financial LLC | $2.5M | 134,330 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $2.4M | 130,593 | Trimmed |
| 7 | WELLS FARGO & COMPANY/MN | $1.8M | 98,346 | Trimmed |
| 8 | Corient Private Wealth LLC | $1.3M | 71,586 | Added |
| 9 | MGO ONE SEVEN LLC | $1.1M | 60,996 | Added |
| 10 | Sanctuary Advisors, LLC | $1.1M | 59,019 | Trimmed |
| 11 | FOCUSED ALPHA, LLC | $874,666 | 46,649 | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $766,030 | 40,855 | Added |
| 13 | OSAIC HOLDINGS, INC. | $727,908 | 38,822 | Added |
| 14 | Merit Financial Group, LLC | $718,308 | 38,310 | Added |
| 15 | Royal Bank of Canada | $689,000 | 36,772 | Added |
| 16 | STIFEL FINANCIAL CORP | $615,526 | 32,828 | Added |
| 17 | TRUIST FINANCIAL CORP | $532,236 | 28,386 | Trimmed |
| 18 | Steward Partners Investment Advisory, LLC | $504,769 | 26,921 | Hold |
| 19 | Invesco Ltd. | $455,719 | 24,305 | Trimmed |
| 20 | Arax Advisory Partners | $448,650 | 23,928 | New |
| 21 | Integrated Wealth Concepts LLC | $444,726 | 23,719 | Added |
| 22 | WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | $410,156 | 21,875 | Hold |
| 23 | Kestra Advisory Services, LLC | $406,163 | 21,662 | Added |
| 24 | Stronghold Wealth Management L.L.C. | $364,125 | 19,420 | Trimmed |
| 25 | Aviance Capital Partners, LLC | $298,879 | 15,940 | Trimmed |