| 1 | TRUIST FINANCIAL CORP | $7.9M | 335,727 | Added |
| 2 | Key Financial Inc | $6.9M | 292,767 | Added |
| 3 | Asset Dedication, LLC | $4.9M | 206,624 | Added |
| 4 | HUB Investment Partners, LLC | $4.7M | 201,284 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 176,914 | Trimmed |
| 6 | PRECEDENT WEALTH PARTNERS, LLC | $3.0M | 127,638 | Added |
| 7 | Financial Solutions Advisory Group, Inc. | $2.6M | 111,930 | New |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $2.4M | 102,872 | Trimmed |
| 9 | Legacy Private Trust Co. | $2.3M | 98,376 | Trimmed |
| 10 | Paulson Wealth Management Inc. | $1.7M | 71,908 | Trimmed |
| 11 | SIGNATUREFD, LLC | $1.6M | 69,067 | Trimmed |
| 12 | Farnam Financial LLC | $1.5M | 65,728 | Added |
| 13 | Resonant Capital Advisors, LLC | $1.5M | 62,865 | Trimmed |
| 14 | Cornerstone Wealth Management, LLC | $1.2M | 51,997 | Added |
| 15 | Accurate Wealth Management, LLC | $1.1M | 46,651 | Added |
| 16 | Kathmere Capital Management, LLC | $994,470 | 42,237 | Trimmed |
| 17 | Jacobi Capital Management LLC | $984,788 | 41,826 | Added |
| 18 | VOISARD ASSET MANAGEMENT GROUP, INC. | $973,704 | 41,355 | Trimmed |
| 19 | Kestra Advisory Services, LLC | $957,060 | 40,648 | New |
| 20 | Astoria Portfolio Advisors LLC. | $940,990 | 39,966 | Trimmed |
| 21 | Private Advisor Group, LLC | $922,274 | 39,171 | Added |
| 22 | Clark Asset Management, LLC | $886,917 | 37,669 | Added |
| 23 | WEBSTER BANK, N. A. | $871,777 | 37,026 | Trimmed |
| 24 | SENTINEL PENSION ADVISORS, LLC | $853,012 | 36,175 | Added |
| 25 | AlphaStar Capital Management, LLC | $842,099 | 35,765 | Trimmed |