| 1 | MinichMacGregor Wealth Management, LLC | $21.0M | 496,666 | New |
| 2 | CITIGROUP INC | $20.4M | 481,515 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $18.1M | 427,100 | Added |
| 4 | Prospera Financial Services Inc | $13.8M | 325,656 | Added |
| 5 | Well Done, LLC | $9.0M | 213,136 | New |
| 6 | ALTFEST L J & CO INC | $7.6M | 179,776 | Added |
| 7 | Sharp Financial Services, LLC | $7.2M | 171,282 | New |
| 8 | Cadent Capital Advisors, LLC | $6.5M | 153,743 | Added |
| 9 | CoreCap Advisors, LLC | $6.2M | 145,979 | Added |
| 10 | USA FINANCIAL FORMULAS | $5.8M | 135,906 | New |
| 11 | Baker Avenue Asset Management, LP | $5.4M | 127,391 | Added |
| 12 | TRUIST FINANCIAL CORP | $3.6M | 85,797 | Added |
| 13 | Merit Financial Group, LLC | $3.3M | 77,514 | Added |
| 14 | CROBAN | $3.2M | 75,844 | Trimmed |
| 15 | INDEPENDENT FINANCIAL GROUP, LLC | $3.2M | 75,358 | Added |
| 16 | Financial Management Professionals, Inc. | $2.5M | 58,105 | Added |
| 17 | Concurrent Investment Advisors, LLC | $2.2M | 52,295 | Trimmed |
| 18 | Wealthstar Advisors, LLC | $2.1M | 49,282 | New |
| 19 | Avior Wealth Management, LLC | $2.0M | 48,192 | Added |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $1.8M | 42,458 | Added |
| 21 | ST GERMAIN D J CO INC | $1.8M | 42,025 | Trimmed |
| 22 | Providence First Trust Co | $1.6M | 37,805 | New |
| 23 | NBT BANK N A /NY | $1.6M | 37,284 | Trimmed |
| 24 | DAVENPORT & Co LLC | $1.3M | 30,601 | Added |
| 25 | Lakeshore Capital Group, Inc. | $1.3M | 30,527 | Trimmed |