| 1 | Krilogy Financial LLC | $29.1M | 1.2M | Added |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $23.9M | 988,431 | Trimmed |
| 3 | CHATHAM CAPITAL GROUP, INC. | $16.9M | 701,220 | Added |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $15.8M | 655,024 | Added |
| 5 | Headland Capital, LLC | $8.1M | 335,965 | Added |
| 6 | Probity Advisors, Inc. | $5.9M | 243,911 | Added |
| 7 | Accretive Wealth Partners, LLC | $4.1M | 171,564 | Added |
| 8 | TRUIST FINANCIAL CORP | $4.1M | 168,492 | Added |
| 9 | FAGAN ASSOCIATES, INC. | $2.4M | 97,627 | Trimmed |
| 10 | Mechanics Bank Trust Department | $839,055 | 34,770 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $770,000 | 31,884 | Added |
| 12 | BENJAMIN EDWARDS INC | $729,168 | 30,217 | Added |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $661,000 | 27,391 | Added |
| 14 | Greater Midwest Financial Group, LLC | $575,690 | 23,856 | Added |
| 15 | PFG Advisors | $504,948 | 20,925 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $459,890 | 19,058 | Added |
| 17 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $436,155 | 18,074 | Hold |
| 18 | Jacobi Capital Management LLC | $397,073 | 16,454 | Added |
| 19 | JIM SAULNIER & ASSOCIATES, LLC | $375,287 | 15,552 | Added |
| 20 | LEAVELL INVESTMENT MANAGEMENT, INC. | $344,479 | 14,275 | Added |
| 21 | Single Point Partners, LLC | $331,037 | 13,718 | New |
| 22 | Keeler Thomas Management LLC | $311,186 | 12,895 | Trimmed |
| 23 | IFP Advisors, Inc | $252,923 | 10,481 | Added |
| 24 | SIGNATUREFD, LLC | $251,403 | 10,418 | Added |
| 25 | Guidance Point Advisors, LLC | $216,243 | 8,961 | Added |