| 1 | Rockefeller Capital Management L.P. | $279.6M | 11.0M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $92.1M | 3.6M | Added |
| 3 | SouthState Bank Corp | $36.0M | 1.4M | Added |
| 4 | MANNING & NAPIER ADVISORS LLC | $19.3M | 755,341 | Trimmed |
| 5 | LPL Financial LLC | $11.2M | 439,279 | Added |
| 6 | Gotham Asset Management, LLC | $10.2M | 400,000 | New |
| 7 | Geneos Wealth Management Inc. | $5.8M | 225,761 | Added |
| 8 | JANE STREET GROUP, LLC | $5.5M | 217,124 | Added |
| 9 | RAYMOND JAMES FINANCIAL INC | $4.1M | 161,706 | Added |
| 10 | HighTower Advisors, LLC | $3.9M | 154,628 | Added |
| 11 | Royal Bank of Canada | $3.5M | 136,267 | Trimmed |
| 12 | OLD MISSION CAPITAL LLC | $2.1M | 81,609 | New |
| 13 | Johnson & White Wealth Management, LLC | $1.9M | 73,136 | Added |
| 14 | LVW Advisors, LLC | $1.1M | 41,817 | Added |
| 15 | Balboa Wealth Partners | $974,870 | 38,176 | Hold |
| 16 | STIFEL FINANCIAL CORP | $903,364 | 35,376 | Added |
| 17 | GOLDMAN SACHS GROUP INC | $809,702 | 31,708 | Added |
| 18 | Triumph Capital Management | $441,010 | 17,270 | Added |
| 19 | CITADEL ADVISORS LLC | $417,364 | 16,344 | Added |
| 20 | Steward Partners Investment Advisory, LLC | $383,273 | 15,009 | Added |
| 21 | Diversify Advisory Services, LLC | $250,489 | 9,942 | Trimmed |
| 22 | DIVERSIFY WEALTH MANAGEMENT, LLC | $250,489 | 9,942 | Trimmed |
| 23 | FINANCIAL MANAGEMENT NETWORK INC | $245,697 | 9,673 | New |
| 24 | NewEdge Advisors, LLC | $76,073 | 2,979 | New |
| 25 | FIFTH THIRD BANCORP | $51,072 | 2,000 | Hold |