| 1 | Fisher Asset Management, LLC | $270.6M | 2.7M | Trimmed |
| 2 | TD Asset Management Inc | $19.1M | 192,500 | New |
| 3 | Mirae Asset Global Investments Co., Ltd. | $18.8M | 190,000 | New |
| 4 | Insight Wealth Strategies, LLC | $12.1M | 122,642 | Added |
| 5 | Monument Capital Management | $6.0M | 60,787 | New |
| 6 | Concurrent Investment Advisors, LLC | $5.2M | 52,448 | Trimmed |
| 7 | Accurate Wealth Management, LLC | $4.8M | 47,786 | New |
| 8 | FFG Partners, LLC | $3.5M | 35,599 | Added |
| 9 | Merit Financial Group, LLC | $3.1M | 31,245 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $2.6M | 25,914 | Trimmed |
| 11 | ARKANSAS FINANCIAL GROUP, INC. | $2.3M | 23,489 | Added |
| 12 | D.A. DAVIDSON & CO. | $1.9M | 19,008 | Added |
| 13 | SPINNAKER TRUST | $1.6M | 15,849 | Hold |
| 14 | Massachusetts Wealth Management | $1.4M | 14,625 | Trimmed |
| 15 | Brendel Financial Advisors LLC | $1.2M | 11,958 | New |
| 16 | Institute for Wealth Management, LLC. | $1.1M | 11,310 | Added |
| 17 | HIGHLAND CAPITAL MANAGEMENT, LLC | $990,100 | 10,000 | New |
| 18 | TRUIST FINANCIAL CORP | $962,468 | 9,721 | Added |
| 19 | SeaBridge Investment Advisors LLC | $924,853 | 9,341 | Trimmed |
| 20 | AXXCESS WEALTH MANAGEMENT, LLC | $900,263 | 9,093 | New |
| 21 | Summit Global Investments | $873,000 | 8,822 | Added |
| 22 | Banque Transatlantique SA | $751,189 | 7,587 | New |
| 23 | Lynx Investment Advisory | $724,933 | 7,322 | Added |
| 24 | OPPENHEIMER & CO INC | $671,882 | 6,786 | Hold |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $669,495 | 6,661 | Added |