| 1 | FUKOKU MUTUAL LIFE INSURANCE Co | $34.0M | 1.1M | Hold |
| 2 | AE Wealth Management LLC | $19.9M | 622,667 | Trimmed |
| 3 | PARK NATIONAL CORP /OH/ | $18.7M | 583,714 | Added |
| 4 | COMMONWEALTH EQUITY SERVICES, LLC | $17.0M | 530,712 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $14.9M | 465,842 | Added |
| 6 | Focus Financial Network, Inc. | $12.5M | 389,682 | New |
| 7 | Cambridge Investment Research Advisors, Inc. | $8.2M | 255,478 | Added |
| 8 | Stonebridge Financial Planning Group, LLC | $7.9M | 245,523 | Added |
| 9 | Creekside Partners | $3.9M | 123,044 | Added |
| 10 | Lynx Investment Advisory | $3.5M | 110,305 | Trimmed |
| 11 | Compass Financial Services Inc | $3.4M | 107,269 | Added |
| 12 | Trueblood Wealth Management, LLC | $3.4M | 106,896 | Added |
| 13 | Gateway Wealth Partners, LLC | $3.3M | 102,791 | Trimmed |
| 14 | WealthBridge Capital Management, LLC | $3.2M | 100,468 | Added |
| 15 | Hobart Private Capital, LLC | $3.1M | 96,227 | Added |
| 16 | Owen LaRue, LLC | $3.0M | 93,405 | Trimmed |
| 17 | BELLEVUE ASSET MANAGEMENT, LLC | $2.8M | 87,167 | Added |
| 18 | RFG Advisory, LLC | $2.6M | 82,654 | Added |
| 19 | TRUIST FINANCIAL CORP | $2.6M | 81,757 | Added |
| 20 | D.A. DAVIDSON & CO. | $2.2M | 68,629 | Added |
| 21 | Concurrent Investment Advisors, LLC | $2.1M | 66,822 | Added |
| 22 | Kestra Advisory Services, LLC | $1.9M | 58,900 | Trimmed |
| 23 | Split Rock Private Trading & Wealth Management, LLC | $1.6M | 49,180 | Added |
| 24 | Savvy Advisors, Inc. | $1.5M | 48,206 | Trimmed |
| 25 | RiverTree Advisors, LLC | $1.5M | 46,250 | New |