| 1 | VICTORY CAPITAL MANAGEMENT INC | $288.3M | 5.7M | Hold |
| 2 | BANK OF AMERICA CORP /DE/ | $104.3M | 2.0M | Added |
| 3 | Janney Montgomery Scott LLC | $76.5M | 1.5M | Added |
| 4 | LPL Financial LLC | $73.1M | 1.4M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $66.6M | 1.3M | Added |
| 6 | Integrated Wealth Concepts LLC | $64.9M | 1.3M | Added |
| 7 | TRUIST FINANCIAL CORP | $54.2M | 1.1M | Added |
| 8 | Rockefeller Capital Management L.P. | $30.4M | 595,961 | Trimmed |
| 9 | MORGAN STANLEY | $23.1M | 453,796 | Trimmed |
| 10 | Royal Bank of Canada | $20.7M | 405,924 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $19.5M | 383,308 | Added |
| 12 | STIFEL FINANCIAL CORP | $18.1M | 355,181 | Added |
| 13 | MBL Wealth, LLC | $13.3M | 261,184 | Added |
| 14 | Steward Partners Investment Advisory, LLC | $8.0M | 156,959 | Added |
| 15 | D.A. DAVIDSON & CO. | $5.7M | 111,550 | Added |
| 16 | Huntleigh Advisors, Inc. | $5.4M | 106,350 | Added |
| 17 | Fairvoy Private Wealth, LLC | $5.1M | 100,689 | Added |
| 18 | Summit Financial, LLC | $5.1M | 99,840 | Trimmed |
| 19 | Cambridge Investment Research Advisors, Inc. | $4.1M | 79,772 | Added |
| 20 | Tradition Wealth Management, LLC | $4.0M | 78,836 | Trimmed |
| 21 | OSAIC HOLDINGS, INC. | $3.2M | 63,547 | Added |
| 22 | Kuhn & Co Investment Counsel | $2.8M | 54,527 | Trimmed |
| 23 | DAVENPORT & Co LLC | $2.8M | 54,197 | Added |
| 24 | Gladstone Institutional Advisory LLC | $2.7M | 52,206 | Added |
| 25 | FIRETHORN WEALTH PARTNERS, LLC | $2.1M | 40,583 | Added |