| 1 | VICTORY CAPITAL MANAGEMENT INC | $103.8M | 3.0M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $73.6M | 2.2M | Added |
| 3 | MORGAN STANLEY | $69.2M | 2.0M | Added |
| 4 | LPL Financial LLC | $44.8M | 1.3M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $40.4M | 1.2M | Added |
| 6 | Boothe Investment Group, Inc. | $20.5M | 600,452 | Trimmed |
| 7 | NewEdge Advisors, LLC | $16.3M | 476,806 | Trimmed |
| 8 | Rockefeller Capital Management L.P. | $14.6M | 425,723 | Added |
| 9 | Sanctuary Advisors, LLC | $14.1M | 412,369 | Added |
| 10 | Tradition Wealth Management, LLC | $13.7M | 400,259 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $13.1M | 382,107 | Added |
| 12 | IAG Wealth Partners, LLC | $11.4M | 331,922 | Trimmed |
| 13 | MML INVESTORS SERVICES, LLC | $11.3M | 331,425 | Added |
| 14 | Royal Bank of Canada | $9.5M | 278,632 | Added |
| 15 | UBS Group AG | $4.2M | 124,113 | Added |
| 16 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4.2M | 122,577 | Added |
| 17 | STIFEL FINANCIAL CORP | $3.7M | 107,208 | Added |
| 18 | Cetera Investment Advisers | $3.4M | 99,939 | Added |
| 19 | Triumph Capital Management | $3.3M | 97,751 | Added |
| 20 | &PARTNERS | $3.0M | 88,955 | Added |
| 21 | Patriot Financial Group Insurance Agency, LLC | $2.6M | 75,691 | Trimmed |
| 22 | Equitable Holdings, Inc. | $2.5M | 72,611 | Trimmed |
| 23 | Farther Finance Advisors, LLC | $2.3M | 68,447 | Trimmed |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.3M | 65,493 | Added |
| 25 | TWO SIGMA INVESTMENTS, LP | $2.1M | 62,600 | New |