| 1 | ENVESTNET ASSET MANAGEMENT INC | $86.6M | 470,925 | Added |
| 2 | ASSETMARK, INC | $67.2M | 365,421 | Added |
| 3 | ARMSTRONG ADVISORY GROUP, INC | $35.2M | 191,215 | Added |
| 4 | TRUIST FINANCIAL CORP | $24.1M | 131,149 | Trimmed |
| 5 | LIGHTHOUSE FINANCIAL SERVICES INC /ADV | $21.5M | 113,728 | Added |
| 6 | Morningstar Investment Management LLC | $17.0M | 94,391 | Hold |
| 7 | M&T Bank Corp | $16.4M | 88,929 | Trimmed |
| 8 | PARK NATIONAL CORP /OH/ | $14.4M | 78,207 | Trimmed |
| 9 | Conservest Capital Advisors, Inc. | $13.9M | 75,602 | Added |
| 10 | Mason & Associates Inc | $10.8M | 58,465 | Added |
| 11 | MassMutual Private Wealth & Trust, FSB | $9.8M | 53,539 | Trimmed |
| 12 | Cambridge Investment Research Advisors, Inc. | $9.2M | 50,056 | Added |
| 13 | Merit Financial Group, LLC | $7.8M | 42,575 | Added |
| 14 | SOUTHERN CAPITAL SERVICES INC /ADV | $6.8M | 37,234 | Added |
| 15 | Gibraltar Capital Management, Inc. | $6.8M | 37,098 | Added |
| 16 | Quaker Wealth Management, LLC | $6.6M | 35,784 | Added |
| 17 | Atria Investments, Inc | $5.1M | 27,644 | Added |
| 18 | Sharper & Granite LLC | $4.9M | 26,769 | Trimmed |
| 19 | FOUNDERS GROVE WEALTH PARTNERS, LLC | $4.9M | 26,696 | Trimmed |
| 20 | ABSOLUTE CAPITAL MANAGEMENT, LLC | $4.8M | 25,983 | Trimmed |
| 21 | NORTHSTAR ASSET MANAGEMENT Co | $4.6M | 25,735 | Added |
| 22 | FIRST FINANCIAL CORP /IN/ | $4.5M | 24,462 | Trimmed |
| 23 | Kestra Advisory Services, LLC | $4.4M | 24,092 | Trimmed |
| 24 | PINNACLE ASSOCIATES LTD | $4.3M | 23,280 | Trimmed |
| 25 | PENOBSCOT WEALTH MANAGEMENT | $4.2M | 22,917 | Added |