| 1 | GLOBALT Investments LLC / GA | $58.8M | 2.4M | Added |
| 2 | Atlantic Union Bankshares Corp | $35.6M | 1.5M | Added |
| 3 | Krilogy Financial LLC | $27.4M | 1.1M | Trimmed |
| 4 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $26.4M | 1.1M | Added |
| 5 | MORGAN STANLEY | $24.1M | 988,796 | Added |
| 6 | CHATHAM CAPITAL GROUP, INC. | $16.3M | 668,895 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $14.7M | 603,291 | Added |
| 8 | PFG Private Wealth Management, LLC | $12.7M | 492,749 | New |
| 9 | Cetera Investment Advisers | $9.8M | 403,310 | Added |
| 10 | AMERIPRISE FINANCIAL INC | $8.3M | 339,188 | Added |
| 11 | WELLS FARGO & COMPANY/MN | $7.9M | 323,430 | Added |
| 12 | Headland Capital, LLC | $7.6M | 312,598 | Added |
| 13 | HighTower Advisors, LLC | $6.5M | 267,449 | Added |
| 14 | Probity Advisors, Inc. | $4.8M | 197,074 | Added |
| 15 | UBS Group AG | $4.4M | 178,424 | Added |
| 16 | TRUIST FINANCIAL CORP | $3.8M | 156,326 | Added |
| 17 | Accretive Wealth Partners, LLC | $3.4M | 138,531 | Trimmed |
| 18 | BANK OF AMERICA CORP /DE/ | $3.3M | 136,245 | Added |
| 19 | MERCER GLOBAL ADVISORS INC /ADV | $3.3M | 136,120 | Added |
| 20 | STIFEL FINANCIAL CORP | $3.3M | 135,383 | Added |
| 21 | Royal Bank of Canada | $3.1M | 127,175 | Added |
| 22 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.4M | 100,103 | Added |
| 23 | FAGAN ASSOCIATES, INC. | $2.4M | 97,677 | Added |
| 24 | SEI INVESTMENTS CO | $2.4M | 97,575 | New |
| 25 | THOROUGHBRED FINANCIAL SERVICES, LLC | $2.3M | 93,580 | Added |