| 1 | TRUIST FINANCIAL CORP | $7.6M | 324,173 | Added |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 216,228 | Added |
| 3 | Kathmere Capital Management, LLC | $4.9M | 208,191 | Trimmed |
| 4 | CENTRAL VALLEY ADVISORS, LLC | $4.4M | 188,612 | Added |
| 5 | PRECEDENT WEALTH PARTNERS, LLC | $4.2M | 179,962 | Added |
| 6 | Financial Solutions Advisory Group, Inc. | $3.3M | 140,881 | New |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 137,943 | Added |
| 8 | Invariant Investment Management | $2.7M | 113,415 | Added |
| 9 | Key Financial Inc | $2.6M | 110,601 | Trimmed |
| 10 | Asset Dedication, LLC | $2.5M | 107,511 | Trimmed |
| 11 | Legacy Private Trust Co. | $2.2M | 94,127 | Added |
| 12 | Clark Asset Management, LLC | $2.2M | 92,975 | Added |
| 13 | SIGNATUREFD, LLC | $2.0M | 86,920 | Hold |
| 14 | Cornerstone Wealth Management, LLC | $1.6M | 66,554 | Added |
| 15 | MISSION WEALTH MANAGEMENT, LP | $1.5M | 63,512 | Added |
| 16 | Paulson Wealth Management Inc. | $1.4M | 58,752 | Trimmed |
| 17 | Accurate Wealth Management, LLC | $1.0M | 43,532 | Added |
| 18 | Jacobi Capital Management LLC | $988,739 | 42,182 | Added |
| 19 | Garrett Wealth Advisory Group, LLC | $950,867 | 40,566 | New |
| 20 | AlphaStar Capital Management, LLC | $923,995 | 39,420 | Trimmed |
| 21 | Private Advisor Group, LLC | $846,646 | 36,120 | Added |
| 22 | Astoria Portfolio Advisors LLC. | $845,746 | 36,081 | Trimmed |
| 23 | WEBSTER BANK, N. A. | $798,718 | 34,075 | Hold |
| 24 | Marietta Wealth Management, LLC | $721,225 | 30,769 | Hold |
| 25 | HUB Investment Partners, LLC | $715,853 | 30,540 | Added |