| 1 | TRUIST FINANCIAL CORP | $54.2M | 1.1M | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $19.5M | 383,308 | Added |
| 3 | MBL Wealth, LLC | $13.3M | 261,184 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $8.1M | 159,544 | Added |
| 5 | D.A. DAVIDSON & CO. | $5.7M | 111,550 | Added |
| 6 | Huntleigh Advisors, Inc. | $5.4M | 106,350 | Added |
| 7 | Fairvoy Private Wealth, LLC | $5.1M | 100,689 | Added |
| 8 | Kuhn & Co Investment Counsel | $2.8M | 54,527 | Trimmed |
| 9 | DAVENPORT & Co LLC | $2.8M | 54,197 | Added |
| 10 | Gladstone Institutional Advisory LLC | $2.7M | 52,206 | Added |
| 11 | FIRETHORN WEALTH PARTNERS, LLC | $2.1M | 40,583 | Added |
| 12 | J.W. COLE ADVISORS, INC. | $1.7M | 34,092 | Added |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.6M | 31,876 | Added |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6M | 31,345 | Trimmed |
| 15 | Private Advisor Group, LLC | $1.1M | 22,219 | Trimmed |
| 16 | Pine Valley Investments Ltd Liability Co | $774,744 | 15,200 | Added |
| 17 | CARY STREET PARTNERS FINANCIAL LLC | $762,002 | 14,950 | Trimmed |
| 18 | STEPHENS INC /AR/ | $744,162 | 14,600 | Hold |
| 19 | Concurrent Investment Advisors, LLC | $702,769 | 13,788 | Added |
| 20 | Leverty Financial Group, LLC | $669,032 | 13,126 | Trimmed |
| 21 | Broadway Wealth Solutions, Inc. | $259,488 | 5,091 | Hold |
| 22 | GoalVest Advisory LLC | $111,064 | 2,179 | Trimmed |
| 23 | PRIVATE TRUST CO NA | $29,053 | 570 | New |
| 24 | ASSETMARK, INC | $11,417 | 224 | Hold |
| 25 | Abound Wealth Management | $6,945 | 136 | Hold |