| 1 | Farther Finance Advisors, LLC | $7.2M | 125,102 | Added |
| 2 | Advocacy Wealth Management, LLC | $5.4M | 94,221 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $4.9M | 85,719 | Added |
| 4 | CHILDRESS CAPITAL ADVISORS, LLC | $4.3M | 74,671 | Hold |
| 5 | MISSION WEALTH MANAGEMENT, LP | $3.3M | 58,119 | Added |
| 6 | Abacus Wealth Partners, LLC | $3.3M | 57,313 | Hold |
| 7 | RFG Advisory, LLC | $2.7M | 46,304 | Added |
| 8 | Sequoia Financial Advisors, LLC | $2.3M | 40,357 | Hold |
| 9 | TRUIST FINANCIAL CORP | $2.2M | 38,471 | Added |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 38,242 | Added |
| 11 | Compagnie Lombard Odier SCmA | $2.0M | 35,206 | Added |
| 12 | SageOak Financial, LLC | $2.0M | 34,529 | Trimmed |
| 13 | Cerro Pacific Wealth Advisors LLC | $1.8M | 31,418 | Added |
| 14 | Sumitomo Mitsui Trust Group, Inc. | $1.2M | 20,653 | New |
| 15 | J. M. Brown & Associates Inc. | $902,923 | 15,703 | New |
| 16 | Private Advisor Group, LLC | $876,986 | 15,252 | Added |
| 17 | WESBANCO BANK INC | $463,393 | 8,059 | Added |
| 18 | Kestra Advisory Services, LLC | $418,655 | 7,281 | Added |
| 19 | Emergent Wealth Advisors, LLC | $413,483 | 7,191 | Hold |
| 20 | Valeo Financial Advisors, LLC | $373,326 | 6,493 | Added |
| 21 | Evansbrook LLC | $373,175 | 6,490 | New |
| 22 | Y-Intercept (Hong Kong) Ltd | $372,025 | 6,470 | New |
| 23 | Chicago Partners Investment Group LLC | $289,359 | 5,133 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $265,810 | 4,623 | New |
| 25 | Paulson Wealth Management Inc. | $237,705 | 4,134 | New |