| 1 | TOTH FINANCIAL ADVISORY CORP | $14.5M | 187,697 | Trimmed |
| 2 | Arlington Trust Co LLC | $9.7M | 126,427 | Trimmed |
| 3 | Cambridge Investment Research Advisors, Inc. | $9.3M | 120,424 | Added |
| 4 | TRUIST FINANCIAL CORP | $5.9M | 76,536 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 41,104 | Trimmed |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $2.7M | 35,270 | Trimmed |
| 7 | United Advisor Group, LLC | $2.5M | 32,426 | Added |
| 8 | New England Private Wealth Advisors LLC | $2.3M | 30,197 | Added |
| 9 | Jacobi Capital Management LLC | $2.1M | 27,854 | Added |
| 10 | Parcion Private Wealth LLC | $1.9M | 24,893 | Hold |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.8M | 22,857 | Added |
| 12 | United Asset Strategies, Inc. | $1.4M | 18,624 | Added |
| 13 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.4M | 18,047 | Added |
| 14 | Trueblood Wealth Management, LLC | $1.2M | 15,610 | Added |
| 15 | WEDBUSH SECURITIES INC | $1.1M | 14,191 | Trimmed |
| 16 | PFG Investments, LLC | $1.1M | 13,854 | Trimmed |
| 17 | Cascade Financial Partners, LLC | $934,990 | 12,138 | Added |
| 18 | Northwest Financial Advisors | $744,699 | 9,668 | Added |
| 19 | Dynamic Advisor Solutions LLC | $613,906 | 7,970 | Added |
| 20 | Private Advisor Group, LLC | $575,088 | 7,466 | Trimmed |
| 21 | Lewis Asset Management, LLC | $499,999 | 6,491 | Trimmed |
| 22 | Anson Capital, Inc. | $497,580 | 6,460 | Added |
| 23 | Total Clarity Wealth Management, Inc. | $453,493 | 5,887 | Trimmed |
| 24 | Creekside Partners | $423,418 | 5,497 | Added |
| 25 | CFS Investment Advisory Services, LLC | $421,630 | 5,475 | Trimmed |