| 1 | RAYMOND JAMES FINANCIAL INC | $15.3M | 377,015 | Trimmed |
| 2 | Kestra Advisory Services, LLC | $10.9M | 269,281 | Added |
| 3 | Concurrent Investment Advisors, LLC | $7.9M | 194,238 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $7.7M | 189,521 | Trimmed |
| 5 | Cetera Investment Advisers | $6.3M | 156,526 | Trimmed |
| 6 | TRUIST FINANCIAL CORP | $6.3M | 155,419 | Trimmed |
| 7 | OSAIC HOLDINGS, INC. | $4.7M | 115,134 | Trimmed |
| 8 | LPL Financial LLC | $4.1M | 100,842 | Added |
| 9 | Americana Partners, LLC | $4.0M | 99,220 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $4.0M | 98,010 | Trimmed |
| 11 | CITY HOLDING CO | $3.0M | 74,425 | Hold |
| 12 | OLD MISSION CAPITAL LLC | $1.9M | 48,169 | Added |
| 13 | FOUNDERS FINANCIAL SECURITIES LLC | $1.6M | 38,191 | Added |
| 14 | Per Stirling Capital Management, LLC. | $1.5M | 36,985 | Added |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.4M | 35,805 | Added |
| 16 | CAPTRUST FINANCIAL ADVISORS | $1.4M | 33,983 | Trimmed |
| 17 | Keystone Wealth Services, LLC | $1.2M | 29,127 | New |
| 18 | ARS Wealth Advisors Group, LLC | $1.2M | 28,433 | Trimmed |
| 19 | CreativeOne Wealth, LLC | $1.1M | 26,392 | Trimmed |
| 20 | Lido Advisors, LLC | $1.0M | 25,223 | Hold |
| 21 | Tanglewood Legacy Advisors, LLC | $1.0M | 25,198 | Hold |
| 22 | Steward Partners Investment Advisory, LLC | $894,468 | 22,102 | Trimmed |
| 23 | CITADEL ADVISORS LLC | $837,891 | 20,704 | New |
| 24 | Visionary Wealth Advisors | $825,022 | 20,386 | Hold |
| 25 | Cambridge Investment Research Advisors, Inc. | $759,000 | 18,747 | Trimmed |