| 1 | VICTORY CAPITAL MANAGEMENT INC | $90.2M | 3.0M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $58.8M | 2.0M | Added |
| 3 | MORGAN STANLEY | $53.4M | 1.8M | Added |
| 4 | RAYMOND JAMES FINANCIAL INC | $34.2M | 1.1M | Added |
| 5 | LPL Financial LLC | $33.1M | 1.1M | Added |
| 6 | Boothe Investment Group, Inc. | $18.3M | 610,384 | Added |
| 7 | NewEdge Advisors, LLC | $16.1M | 55,318 | Trimmed |
| 8 | Tradition Wealth Management, LLC | $12.4M | 412,055 | Trimmed |
| 9 | Sanctuary Advisors, LLC | $12.0M | 399,203 | Trimmed |
| 10 | Rockefeller Capital Management L.P. | $12.0M | 398,758 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $10.6M | 352,667 | Trimmed |
| 12 | IAG Wealth Partners, LLC | $10.3M | 342,785 | Trimmed |
| 13 | MML INVESTORS SERVICES, LLC | $8.6M | 286,727 | Trimmed |
| 14 | Royal Bank of Canada | $8.0M | 265,975 | Trimmed |
| 15 | Patriot Financial Group Insurance Agency, LLC | $4.0M | 133,858 | Added |
| 16 | UBS Group AG | $3.5M | 116,670 | Trimmed |
| 17 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.2M | 106,258 | Added |
| 18 | STIFEL FINANCIAL CORP | $2.5M | 83,863 | Added |
| 19 | &PARTNERS | $2.4M | 80,759 | Added |
| 20 | Farther Finance Advisors, LLC | $2.3M | 75,724 | Trimmed |
| 21 | Equitable Holdings, Inc. | $2.2M | 73,399 | Added |
| 22 | OSAIC HOLDINGS, INC. | $1.8M | 59,876 | Added |
| 23 | WBI INVESTMENTS, LLC | $1.7M | 56,200 | Added |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6M | 52,024 | Trimmed |
| 25 | D.A. DAVIDSON & CO. | $1.5M | 50,376 | Added |