| 1 | VICTORY CAPITAL MANAGEMENT INC | $252.8M | 5.7M | Added |
| 2 | Janney Montgomery Scott LLC | $57.6M | 1.3M | Added |
| 3 | RAYMOND JAMES FINANCIAL INC | $54.9M | 1.2M | Added |
| 4 | LPL Financial LLC | $51.7M | 1.2M | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $43.3M | 967,878 | Added |
| 6 | TRUIST FINANCIAL CORP | $39.6M | 886,262 | Trimmed |
| 7 | Integrated Wealth Concepts LLC | $31.0M | 694,559 | New |
| 8 | Rockefeller Capital Management L.P. | $26.8M | 598,577 | Added |
| 9 | MORGAN STANLEY | $24.1M | 539,886 | Added |
| 10 | Royal Bank of Canada | $21.1M | 472,306 | Added |
| 11 | STIFEL FINANCIAL CORP | $14.0M | 313,290 | Added |
| 12 | MBL Wealth, LLC | $11.5M | 257,963 | Added |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $8.7M | 194,213 | Trimmed |
| 14 | D.A. DAVIDSON & CO. | $4.8M | 108,045 | Added |
| 15 | Summit Financial, LLC | $4.6M | 101,927 | Added |
| 16 | Huntleigh Advisors, Inc. | $4.4M | 99,546 | Added |
| 17 | Tradition Wealth Management, LLC | $3.6M | 79,751 | Trimmed |
| 18 | Cambridge Investment Research Advisors, Inc. | $3.5M | 77,273 | Added |
| 19 | Fairvoy Private Wealth, LLC | $3.3M | 73,089 | New |
| 20 | Kuhn & Co Investment Counsel | $2.8M | 62,043 | Added |
| 21 | OSAIC HOLDINGS, INC. | $2.6M | 58,418 | Added |
| 22 | Gladstone Institutional Advisory LLC | $2.2M | 49,803 | Trimmed |
| 23 | Steward Partners Investment Advisory, LLC | $2.1M | 47,081 | Added |
| 24 | TWO SIGMA INVESTMENTS, LP | $1.8M | 39,200 | New |
| 25 | Coastal Bridge Advisors, LLC | $1.6M | 36,101 | Added |