| 1 | Rockefeller Capital Management L.P. | $229.9M | 9.2M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $80.9M | 3.3M | Added |
| 3 | SouthState Bank Corp | $26.0M | 1.0M | Added |
| 4 | MANNING & NAPIER ADVISORS LLC | $19.7M | 793,086 | Trimmed |
| 5 | LPL Financial LLC | $9.6M | 384,452 | Added |
| 6 | Geneos Wealth Management Inc. | $5.5M | 221,164 | Trimmed |
| 7 | JANE STREET GROUP, LLC | $4.1M | 163,551 | Added |
| 8 | Royal Bank of Canada | $3.8M | 152,580 | New |
| 9 | RAYMOND JAMES FINANCIAL INC | $3.1M | 126,599 | New |
| 10 | HighTower Advisors, LLC | $2.2M | 88,213 | Added |
| 11 | Johnson & White Wealth Management, LLC | $1.7M | 69,244 | Added |
| 12 | LVW Advisors, LLC | $953,491 | 38,339 | Added |
| 13 | Balboa Wealth Partners | $949,437 | 38,176 | Added |
| 14 | STIFEL FINANCIAL CORP | $820,222 | 32,980 | Trimmed |
| 15 | Cresset Asset Management, LLC | $593,025 | 23,845 | Added |
| 16 | Triumph Capital Management | $379,765 | 15,270 | New |
| 17 | Steward Partners Investment Advisory, LLC | $360,739 | 14,505 | Added |
| 18 | Diversify Advisory Services, LLC | $265,277 | 10,572 | Trimmed |
| 19 | DIVERSIFY WEALTH MANAGEMENT, LLC | $265,277 | 10,572 | New |
| 20 | CITADEL ADVISORS LLC | $245,367 | 9,866 | New |
| 21 | GOLDMAN SACHS GROUP INC | $208,386 | 8,379 | Trimmed |
| 22 | FIFTH THIRD BANCORP | $49,740 | 2,000 | New |
| 23 | Physician Wealth Advisors, Inc. | $31,262 | 1,257 | Hold |
| 24 | UBS Group AG | $24,870 | 1,000 | Added |
| 25 | Lodestone Wealth Management LLC | $19,483 | 783 | Added |