| 1 | Kathmere Capital Management, LLC | $6.3M | 274,921 | Added |
| 2 | Avior Wealth Management, LLC | $4.5M | 193,355 | Trimmed |
| 3 | PRECEDENT WEALTH PARTNERS, LLC | $4.1M | 178,979 | Added |
| 4 | CENTRAL VALLEY ADVISORS, LLC | $3.9M | 169,747 | Trimmed |
| 5 | Legacy Private Trust Co. | $3.1M | 132,580 | Added |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 112,989 | Added |
| 7 | Sequoia Financial Advisors, LLC | $2.5M | 107,886 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $2.4M | 105,968 | Trimmed |
| 9 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.2M | 96,425 | Trimmed |
| 10 | Clark Asset Management, LLC | $2.2M | 96,171 | Trimmed |
| 11 | Kestra Advisory Services, LLC | $2.0M | 87,624 | Added |
| 12 | Key Financial Inc | $1.8M | 79,698 | Trimmed |
| 13 | SIGNATUREFD, LLC | $1.8M | 77,860 | Hold |
| 14 | Financial Solutions Advisory Group, Inc. | $1.7M | 72,527 | New |
| 15 | Asset Dedication, LLC | $1.6M | 71,381 | Trimmed |
| 16 | Paulson Wealth Management Inc. | $1.3M | 56,803 | Trimmed |
| 17 | MISSION WEALTH MANAGEMENT, LP | $1.2M | 51,344 | Added |
| 18 | Carnegie Investment Counsel | $988,862 | 42,938 | Trimmed |
| 19 | Jacobi Capital Management LLC | $983,981 | 42,726 | Added |
| 20 | AlphaStar Capital Management, LLC | $884,740 | 38,417 | Trimmed |
| 21 | Garrett Wealth Advisory Group, LLC | $877,397 | 38,098 | New |
| 22 | FOURPATH CAPITAL MANAGEMENT, LLC | $745,320 | 32,363 | Hold |
| 23 | Wedmont Private Capital | $717,125 | 31,078 | New |
| 24 | Marietta Wealth Management, LLC | $712,986 | 30,959 | Hold |
| 25 | SENTINEL PENSION ADVISORS, LLC | $662,486 | 28,738 | Added |