| 1 | TD Waterhouse Canada Inc. | $78.9M | 1.4M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $22.7M | 411,442 | Trimmed |
| 3 | Heck Capital Advisors, LLC | $22.5M | 407,139 | New |
| 4 | PRINCIPAL SECURITIES, INC. | $14.9M | 270,142 | Trimmed |
| 5 | WESBANCO BANK INC | $7.6M | 137,186 | Added |
| 6 | FDx Advisors, Inc. | $3.9M | 70,022 | Trimmed |
| 7 | Vontobel Holding Ltd. | $3.4M | 61,200 | Trimmed |
| 8 | Cambridge Investment Research Advisors, Inc. | $2.0M | 36,960 | Added |
| 9 | SteelPeak Wealth, LLC | $1.6M | 28,480 | Added |
| 10 | TRUIST FINANCIAL CORP | $765,098 | 13,853 | Trimmed |
| 11 | LAUREL OAK WEALTH MANAGEMENT, LLC | $732,129 | 13,256 | Trimmed |
| 12 | Fifth Third Securities, Inc. | $473,929 | 8,581 | Added |
| 13 | Pullen Investment Management, LLC | $448,160 | 8,114 | Trimmed |
| 14 | Noble Wealth Partners LLC | $285,745 | 5,174 | New |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $282,971 | 5,124 | Trimmed |
| 16 | Atria Investments, Inc | $238,273 | 4,314 | Trimmed |
| 17 | IFP Advisors, Inc | $106,097 | 1,921 | Hold |
| 18 | MATHER GROUP, LLC. | $94,885 | 1,718 | New |
| 19 | GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | $50,000 | 910 | New |
| 20 | SALEM INVESTMENT COUNSELORS INC | $38,661 | 700 | Added |
| 21 | Ameliora Wealth Management Ltd. | $18,889 | 342 | Hold |
| 22 | Bravera Wealth | $14,194 | 257 | Hold |
| 23 | CoreCap Advisors, LLC | $13,200 | 239 | Trimmed |
| 24 | Spire Wealth Management | $8,450 | 153 | Hold |
| 25 | Key Capital Management, INC | $6,131 | 111 | Trimmed |