| 1 | Armbruster Capital Management, Inc. | $41.8M | 366,841 | Trimmed |
| 2 | Cambridge Investment Research Advisors, Inc. | $33.0M | 289,564 | Added |
| 3 | TRUIST FINANCIAL CORP | $14.9M | 130,487 | Trimmed |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.9M | 110,793 | Trimmed |
| 5 | Peak Financial Management, Inc. | $12.1M | 106,190 | Added |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $10.5M | 92,363 | Trimmed |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $6.7M | 58,457 | Trimmed |
| 8 | Gladstone Institutional Advisory LLC | $5.4M | 47,339 | Added |
| 9 | INTEGRITY ALLIANCE, LLC. | $4.3M | 37,844 | Hold |
| 10 | Kestra Advisory Services, LLC | $3.8M | 33,188 | Trimmed |
| 11 | WP Advisors, LLC | $3.7M | 32,870 | Trimmed |
| 12 | BigSur Wealth Management LLC | $3.6M | 31,699 | Trimmed |
| 13 | NEW WAVE WEALTH ADVISORS LLC | $2.4M | 20,741 | New |
| 14 | Oxinas Partners Wealth Management LLC | $2.4M | 20,682 | Trimmed |
| 15 | Breakwater Capital Group | $2.0M | 18,004 | Trimmed |
| 16 | Private Advisor Group, LLC | $1.9M | 17,104 | Added |
| 17 | New England Private Wealth Advisors LLC | $1.9M | 16,795 | Added |
| 18 | Cushing Capital Partners, LLC | $1.9M | 16,403 | Added |
| 19 | RMR Capital Management, LLC | $1.8M | 15,388 | Added |
| 20 | MONEY CONCEPTS CAPITAL CORP | $1.6M | 13,995 | Trimmed |
| 21 | Strategic Financial Concepts, LLC | $1.5M | 13,599 | Added |
| 22 | Hardin Capital Partners, LLC | $1.5M | 13,337 | Added |
| 23 | Saxony Capital Management, LLC | $1.5M | 13,055 | Added |
| 24 | Wealth Care LLC | $1.4M | 12,529 | Added |
| 25 | AlphaCentric Advisors LLC | $1.4M | 12,122 | Trimmed |