| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $6.1M | 290,826 | Trimmed |
| 2 | PRECEDENT WEALTH PARTNERS, LLC | $4.5M | 216,030 | Added |
| 3 | CENTRAL VALLEY ADVISORS, LLC | $3.8M | 181,265 | Trimmed |
| 4 | Avior Wealth Management, LLC | $3.2M | 152,733 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $3.1M | 147,684 | Added |
| 6 | Legacy Private Trust Co. | $2.6M | 121,639 | Added |
| 7 | CARY STREET PARTNERS FINANCIAL LLC | $2.3M | 109,755 | Added |
| 8 | Clark Asset Management, LLC | $2.2M | 106,337 | Added |
| 9 | Parkway Wealth Management Group, LLC | $2.2M | 105,220 | Added |
| 10 | Kestra Advisory Services, LLC | $2.0M | 96,149 | Added |
| 11 | Key Financial Inc | $1.5M | 71,944 | Trimmed |
| 12 | Jacobi Capital Management LLC | $982,725 | 46,830 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $912,840 | 43,500 | Added |
| 14 | MISSION WEALTH MANAGEMENT, LP | $768,388 | 36,616 | New |
| 15 | Cambridge Investment Research Advisors, Inc. | $734,000 | 34,948 | Added |
| 16 | Marietta Wealth Management, LLC | $713,742 | 34,012 | Hold |
| 17 | Wedmont Private Capital | $706,975 | 33,770 | New |
| 18 | SAX WEALTH ADVISORS, LLC | $667,501 | 31,968 | New |
| 19 | Garrett Wealth Advisory Group, LLC | $614,483 | 29,282 | New |
| 20 | Sequoia Financial Advisors, LLC | $608,041 | 28,975 | Hold |
| 21 | Asset Dedication, LLC | $605,805 | 28,868 | Added |
| 22 | BENJAMIN EDWARDS INC | $582,936 | 27,781 | Added |
| 23 | Gradient Capital Advisors, LLC | $413,488 | 19,704 | Hold |
| 24 | Venture Visionary Partners LLC | $382,092 | 18,207 | Added |
| 25 | HUB Investment Partners, LLC | $343,433 | 16,366 | New |