| 1 | ENVESTNET ASSET MANAGEMENT INC | $32.8M | 1.7M | Added |
| 2 | TRUIST FINANCIAL CORP | $31.0M | 1.6M | Added |
| 3 | FUKOKU MUTUAL LIFE INSURANCE Co | $24.3M | 1.3M | Hold |
| 4 | Annex Advisory Services, LLC | $22.1M | 1.1M | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $12.6M | 653,350 | Added |
| 6 | Essex LLC | $12.5M | 647,803 | Added |
| 7 | INTEGRAL INVESTMENT ADVISORS, INC. | $12.0M | 623,023 | Added |
| 8 | McAdam, LLC | $10.4M | 539,081 | Added |
| 9 | PARK NATIONAL CORP /OH/ | $8.8M | 453,864 | Added |
| 10 | Legacy CG, LLC | $8.3M | 431,768 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $7.3M | 378,955 | Added |
| 12 | Elevated Capital Advisors, LLC | $7.2M | 372,937 | Added |
| 13 | Key Financial Inc | $7.1M | 368,269 | Trimmed |
| 14 | Prospera Financial Services Inc | $6.9M | 356,545 | Added |
| 15 | Westview Management dba Westview Investment Advisors | $6.6M | 343,661 | Trimmed |
| 16 | ADAMSBROWN WEALTH CONSULTANTS LLC | $5.4M | 278,397 | Trimmed |
| 17 | VICTORY FINANCIAL GROUP, LLC | $3.9M | 203,575 | Added |
| 18 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $3.5M | 181,273 | Added |
| 19 | Private Advisor Group, LLC | $3.5M | 180,264 | Added |
| 20 | Merit Financial Group, LLC | $3.4M | 175,242 | Trimmed |
| 21 | J.W. COLE ADVISORS, INC. | $3.3M | 172,426 | Added |
| 22 | VAQUERO PRIVATE WEALTH, LTD | $2.5M | 131,822 | New |
| 23 | True Blue Financial, LLC | $2.4M | 124,755 | Added |
| 24 | WELCH & FORBES LLC | $2.4M | 123,815 | Trimmed |
| 25 | WINEBRENNER CAPITAL MANAGEMENT LLC | $2.3M | 119,371 | Added |