| 1 | TRUIST FINANCIAL CORP | $4.6M | 41,272 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $4.4M | 38,882 | Added |
| 3 | Great Diamond Partners, LLC | $2.9M | 25,482 | Added |
| 4 | Fifth Third Securities, Inc. | $2.8M | 25,192 | Added |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $2.3M | 20,675 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $2.2M | 19,773 | Added |
| 7 | AXXCESS WEALTH MANAGEMENT, LLC | $2.2M | 19,675 | New |
| 8 | Outlook Wealth Advisors, LLC | $2.2M | 19,316 | New |
| 9 | Braeburn Wealth Management LLC | $1.8M | 16,415 | New |
| 10 | Nilsine Partners, LLC | $1.6M | 14,095 | Added |
| 11 | Kestra Advisory Services, LLC | $1.6M | 14,024 | Added |
| 12 | LEUTHOLD GROUP, LLC | $1.3M | 11,203 | Trimmed |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC | $1.1M | 9,805 | Trimmed |
| 14 | Hennion & Walsh Asset Management, Inc. | $885,274 | 7,900 | Added |
| 15 | Accel Wealth Management | $846,487 | 7,554 | Trimmed |
| 16 | IBEX WEALTH ADVISORS | $814,445 | 7,268 | Trimmed |
| 17 | Private Advisor Group, LLC | $691,959 | 6,175 | Added |
| 18 | Wealthcare Advisory Partners LLC | $649,324 | 5,794 | Added |
| 19 | Elm3 Financial Group, LLC | $631,796 | 5,638 | Trimmed |
| 20 | Prospera Financial Services Inc | $571,950 | 5,101 | Added |
| 21 | Sound Income Strategies, LLC | $569,153 | 5,079 | Added |
| 22 | SOA Wealth Advisors, LLC. | $536,488 | 4,788 | Added |
| 23 | High Point Wealth Management, LLC | $501,058 | 4,471 | Trimmed |
| 24 | CHOREO, LLC | $413,735 | 3,692 | Hold |
| 25 | MinichMacGregor Wealth Management, LLC | $385,823 | 3,443 | Added |