| 1 | Lunt Capital Management, Inc. | $2.8M | 48,007 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $2.7M | 45,280 | Added |
| 3 | Longview Financial Advisors, Inc. | $2.6M | 44,074 | Added |
| 4 | Capital Advisors, Ltd. LLC | $2.6M | 43,916 | Trimmed |
| 5 | Carroll Advisory Group, LLC | $1.8M | 29,732 | Hold |
| 6 | Friedenthal Financial | $1.7M | 29,344 | Added |
| 7 | Shade Tree Advisors LLC | $1.3M | 22,008 | Hold |
| 8 | DIVERSIFIED MANAGEMENT INC | $1.1M | 18,857 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 18,767 | Trimmed |
| 10 | Breakwater Capital Group | $1.1M | 18,538 | Added |
| 11 | Kestra Advisory Services, LLC | $823,863 | 13,904 | Trimmed |
| 12 | TRUIST FINANCIAL CORP | $613,620 | 10,356 | Added |
| 13 | Gladstone Institutional Advisory LLC | $545,135 | 9,200 | Trimmed |
| 14 | Prospera Financial Services Inc | $490,307 | 8,267 | Added |
| 15 | MISSION WEALTH MANAGEMENT, LP | $439,664 | 7,420 | Trimmed |
| 16 | Gilliland Jeter Wealth Management LLC | $383,739 | 6,476 | Added |
| 17 | RETIREMENT INCOME SOLUTIONS, INC | $340,077 | 6,172 | Hold |
| 18 | Castleview Partners, LLC | $333,006 | 5,620 | Added |
| 19 | Rede Wealth, LLC | $319,141 | 5,386 | Trimmed |
| 20 | Integris Wealth Management, LLC | $308,120 | 5,200 | Hold |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $279,696 | 4,723 | Trimmed |
| 22 | BEESE FULMER INVESTMENT MANAGEMENT, INC. | $267,770 | 4,519 | New |
| 23 | FIDUCIARY FINANCIAL GROUP, LLC | $238,023 | 4,017 | Added |
| 24 | Merit Financial Group, LLC | $215,762 | 3,641 | New |
| 25 | Valeo Financial Advisors, LLC | $207,938 | 3,509 | New |