| 1 | ENVESTNET ASSET MANAGEMENT INC | $38.4M | 340,210 | Added |
| 2 | TRUIST FINANCIAL CORP | $24.4M | 215,885 | Trimmed |
| 3 | Private Advisor Group, LLC | $16.0M | 141,935 | Added |
| 4 | EVERGREEN CAPITAL MANAGEMENT LLC | $13.4M | 118,883 | Added |
| 5 | PATTON FUND MANAGEMENT, INC. | $12.1M | 107,494 | Trimmed |
| 6 | CAPITAL ADVISORS INC/OK | $10.6M | 93,985 | New |
| 7 | St. Clair Advisors, LLC | $9.8M | 86,445 | Trimmed |
| 8 | DT Investment Partners, LLC | $8.1M | 71,695 | Added |
| 9 | Alexis Investment Partners, LLC | $7.3M | 63,340 | New |
| 10 | ASSETMARK, INC | $4.7M | 41,839 | Added |
| 11 | Kestra Advisory Services, LLC | $4.2M | 37,395 | Trimmed |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 34,580 | Trimmed |
| 13 | Falcon Wealth Planning | $3.4M | 29,804 | Added |
| 14 | Cambridge Investment Research Advisors, Inc. | $3.0M | 26,588 | Added |
| 15 | CITY HOLDING CO | $2.8M | 25,080 | Added |
| 16 | REBALANCE, LLC | $2.8M | 24,573 | Added |
| 17 | Envestnet Portfolio Solutions, Inc. | $2.2M | 19,087 | New |
| 18 | Smallwood Wealth Investment Management, LLC | $2.0M | 17,627 | Added |
| 19 | SBI Securities Co., Ltd. | $1.8M | 15,883 | Trimmed |
| 20 | PARK AVENUE SECURITIES LLC | $1.6M | 14,345 | Added |
| 21 | American Financial Advisors, LLC | $1.6M | 13,737 | Trimmed |
| 22 | M&T Bank Corp | $1.5M | 13,550 | Hold |
| 23 | MOLLER WEALTH PARTNERS | $1.5M | 13,105 | Hold |
| 24 | Omega Financial Group, LLC | $1.5M | 12,948 | Added |
| 25 | Atlas Brown,Inc. | $1.4M | 12,066 | Added |