| 1 | Kathmere Capital Management, LLC | $6.0M | 275,686 | New |
| 2 | PRECEDENT WEALTH PARTNERS, LLC | $4.4M | 199,682 | Added |
| 3 | Legacy Private Trust Co. | $4.0M | 182,183 | Added |
| 4 | CENTRAL VALLEY ADVISORS, LLC | $3.8M | 173,734 | Trimmed |
| 5 | Kestra Advisory Services, LLC | $3.0M | 136,072 | Added |
| 6 | Parkway Wealth Management Group, LLC | $2.6M | 116,372 | Added |
| 7 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.5M | 114,674 | Trimmed |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 112,964 | Added |
| 9 | Clark Asset Management, LLC | $2.5M | 112,774 | Added |
| 10 | Key Financial Inc | $1.8M | 81,108 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $1.6M | 73,780 | Added |
| 12 | AE Wealth Management LLC | $1.6M | 72,695 | Trimmed |
| 13 | Asset Dedication, LLC | $1.4M | 64,841 | Trimmed |
| 14 | MISSION WEALTH MANAGEMENT, LP | $1.1M | 50,984 | New |
| 15 | SIGNATUREFD, LLC | $1.1M | 50,295 | Hold |
| 16 | Jacobi Capital Management LLC | $984,787 | 44,929 | Added |
| 17 | FOURPATH CAPITAL MANAGEMENT, LLC | $876,740 | 40,000 | Hold |
| 18 | Sarver Vrooman Wealth Advisors | $853,973 | 39,012 | Added |
| 19 | AlphaStar Capital Management, LLC | $778,392 | 35,513 | Trimmed |
| 20 | Paulson Wealth Management Inc. | $751,476 | 34,285 | Added |
| 21 | Marietta Wealth Management, LLC | $715,508 | 32,644 | Hold |
| 22 | Wedmont Private Capital | $707,980 | 32,350 | New |
| 23 | SAX WEALTH ADVISORS, LLC | $653,573 | 29,962 | New |
| 24 | HOWARD WEALTH MANAGEMENT, LLC | $622,266 | 28,390 | Trimmed |
| 25 | Sequoia Financial Advisors, LLC | $619,089 | 28,245 | Hold |