| 1 | Atlantic Union Bankshares Corp | $36.7M | 1.4M | Added |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $23.6M | 919,178 | Added |
| 3 | SUMMITRY LLC | $22.1M | 863,405 | Added |
| 4 | STIFEL FINANCIAL CORP | $14.5M | 566,032 | Added |
| 5 | BENJAMIN EDWARDS INC | $13.0M | 505,968 | Added |
| 6 | Royal Bank of Canada | $10.8M | 422,541 | Added |
| 7 | D.A. DAVIDSON & CO. | $9.9M | 384,663 | Added |
| 8 | Atlantic Private Wealth, LLC | $5.9M | 231,170 | Trimmed |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $5.0M | 193,461 | Added |
| 10 | AMERIPRISE FINANCIAL INC | $4.6M | 177,618 | New |
| 11 | MORGAN STANLEY | $3.9M | 152,953 | Trimmed |
| 12 | Probity Advisors, Inc. | $3.8M | 146,578 | Added |
| 13 | UBS Group AG | $3.4M | 132,797 | Added |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | $3.3M | 130,222 | Added |
| 15 | Accretive Wealth Partners, LLC | $3.3M | 128,199 | Trimmed |
| 16 | HighTower Advisors, LLC | $2.7M | 103,632 | Added |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $2.5M | 99,390 | New |
| 18 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.4M | 95,160 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $1.9M | 74,989 | Added |
| 20 | Cetera Investment Advisers | $1.5M | 58,251 | Added |
| 21 | Reliant Wealth Planning | $1.3M | 52,382 | Hold |
| 22 | BANK OF AMERICA CORP /DE/ | $1.1M | 41,635 | Added |
| 23 | Petros Family Wealth, LLC | $1.1M | 41,143 | Added |
| 24 | CITADEL ADVISORS LLC | $1.0M | 40,657 | Added |
| 25 | CWM, LLC | $994,931 | 38,819 | Trimmed |