| 1 | Atlantic Union Bankshares Corp | $46.9M | 1.8M | Added |
| 2 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $24.5M | 965,101 | Added |
| 3 | SUMMITRY LLC | $22.3M | 878,535 | Added |
| 4 | STIFEL FINANCIAL CORP | $19.9M | 784,592 | Added |
| 5 | BENJAMIN EDWARDS INC | $18.4M | 723,444 | Added |
| 6 | D.A. DAVIDSON & CO. | $10.7M | 421,822 | Added |
| 7 | Atlantic Private Wealth, LLC | $5.6M | 222,302 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $5.3M | 208,648 | Added |
| 9 | MORGAN STANLEY | $4.7M | 183,785 | Added |
| 10 | Probity Advisors, Inc. | $4.4M | 174,395 | Added |
| 11 | AMERIPRISE FINANCIAL INC | $4.4M | 170,974 | Trimmed |
| 12 | Accretive Wealth Partners, LLC | $4.1M | 159,662 | Added |
| 13 | MERCER GLOBAL ADVISORS INC /ADV | $3.8M | 148,450 | Added |
| 14 | UBS Group AG | $3.4M | 134,267 | Added |
| 15 | Royal Bank of Canada | $3.2M | 124,529 | Trimmed |
| 16 | ENVESTNET ASSET MANAGEMENT INC | $2.9M | 114,247 | Added |
| 17 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $2.8M | 108,728 | Added |
| 18 | HighTower Advisors, LLC | $2.7M | 105,033 | Added |
| 19 | RAYMOND JAMES FINANCIAL INC | $2.0M | 80,546 | Added |
| 20 | Cetera Investment Advisers | $1.5M | 58,292 | Added |
| 21 | Mariner, LLC | $1.4M | 55,149 | New |
| 22 | CITADEL ADVISORS LLC | $1.4M | 54,886 | Added |
| 23 | Reliant Wealth Planning | $1.3M | 52,382 | Hold |
| 24 | Bell Investment Advisors, Inc | $1.3M | 51,498 | New |
| 25 | BANK OF AMERICA CORP /DE/ | $1.3M | 50,182 | Added |