| 1 | COMMUNITY TRUST & INVESTMENT CO | $9.9M | 381,639 | Added |
| 2 | Kathmere Capital Management, LLC | $9.1M | 351,990 | Trimmed |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $6.5M | 252,630 | Added |
| 4 | Praetorian Wealth Management, Inc. | $5.7M | 220,855 | Added |
| 5 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $3.9M | 151,422 | Added |
| 6 | CENTRAL TRUST Co | $3.7M | 142,579 | Trimmed |
| 7 | Cypress Point Wealth Management, LLC | $3.0M | 115,000 | Hold |
| 8 | Quantum Financial Advisors, LLC | $2.9M | 110,543 | Trimmed |
| 9 | ASSETMARK, INC | $2.7M | 105,906 | Added |
| 10 | Kestra Advisory Services, LLC | $1.9M | 72,751 | Added |
| 11 | BLUE SQUARE ASSET MANAGEMENT, LLC | $1.6M | 60,387 | Added |
| 12 | Brookstone Capital Management | $1.4M | 53,321 | Added |
| 13 | SENTINEL PENSION ADVISORS, LLC | $1.4M | 53,112 | Added |
| 14 | TRUE Private Wealth Advisors | $1.3M | 49,125 | Added |
| 15 | GC Wealth Management RIA, LLC | $1.2M | 46,063 | Added |
| 16 | SPINNAKER TRUST | $1.2M | 45,362 | Added |
| 17 | Cyndeo Wealth Partners, LLC | $1.0M | 39,733 | Added |
| 18 | Jacobi Capital Management LLC | $942,108 | 36,417 | New |
| 19 | Newman Dignan & Sheerar, Inc. | $928,155 | 35,878 | Added |
| 20 | PFG Private Wealth Management, LLC | $923,921 | 35,714 | Trimmed |
| 21 | Granite Harbor Advisors, Inc. | $912,073 | 35,256 | Added |
| 22 | Curbstone Financial Management Corp | $896,395 | 34,650 | Added |
| 23 | Rossmore Private Capital | $888,971 | 34,363 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $863,608 | 33,382 | Added |
| 25 | NESTEGG ADVISORS, INC. | $778,917 | 30,109 | Trimmed |