| 1 | RAYMOND JAMES FINANCIAL INC | $14.3M | 343,769 | Trimmed |
| 2 | Concurrent Investment Advisors, LLC | $13.0M | 312,203 | Added |
| 3 | Kestra Advisory Services, LLC | $11.3M | 271,963 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $8.6M | 206,135 | Added |
| 5 | Cetera Investment Advisers | $8.0M | 193,085 | Added |
| 6 | OSAIC HOLDINGS, INC. | $7.6M | 183,437 | Added |
| 7 | TRUIST FINANCIAL CORP | $7.1M | 170,107 | Added |
| 8 | LPL Financial LLC | $7.1M | 169,304 | Added |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $4.7M | 113,391 | Added |
| 10 | HighTower Advisors, LLC | $4.2M | 99,760 | New |
| 11 | Wood Tarver Financial Group, LLC | $3.4M | 82,175 | Added |
| 12 | CITY HOLDING CO | $3.1M | 74,425 | Hold |
| 13 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 42,136 | Added |
| 14 | FOUNDERS FINANCIAL SECURITIES LLC | $1.7M | 40,619 | Added |
| 15 | JPMORGAN CHASE & CO | $1.6M | 38,824 | New |
| 16 | Midwest Financial Network, LLC | $1.6M | 38,047 | Trimmed |
| 17 | Per Stirling Capital Management, LLC. | $1.5M | 36,767 | Trimmed |
| 18 | Tanglewood Legacy Advisors, LLC | $1.4M | 33,966 | Added |
| 19 | Steward Partners Investment Advisory, LLC | $1.3M | 31,918 | Added |
| 20 | CreativeOne Wealth, LLC | $1.3M | 31,700 | Added |
| 21 | CAPTRUST FINANCIAL ADVISORS | $1.3M | 30,322 | Trimmed |
| 22 | ARS Wealth Advisors Group, LLC | $1.2M | 28,073 | Trimmed |
| 23 | Sequent Planning LLC | $1.1M | 27,503 | Added |
| 24 | Keystone Wealth Services, LLC | $1.0M | 24,653 | Trimmed |
| 25 | MAI Capital Management | $970,095 | 23,278 | Added |